When I was studying to obtain the CERTIFIED FINANCIAL PLANNER™ certification, one of the first definitions I had to memorize was the meaning of risk–the possibility of loss. Risk is everywhere in our world, and as your advisors it is our job to help you identify these risks and find the most effective means to reduce or eliminate them.
Support staff often play an unrecognized yet vital role in a business’s success. In many ways, they are the mortar that holds all the bricks together. At Whitcomb & Hess, we understand their value and would like to introduce to you to two of our Investment Team members who contribute greatly to our organization.
You love giving. You don’t love paying taxes. Our new federal tax laws may hold some good news for you.
The stock market has had an up and down start to 2018. Volatility has made a comeback, after being mostly absent last year.
Tim Hilterman, Investment Advisor for Whitcomb & Hess, Inc., has earned the Chartered Advisor in Philanthropy® (CAP®) Designation. This designation provides Tim with the knowledge and tools needed to help individuals and families articulate and advance their highest aspirations for themselves, their families, and their community.
Whitcomb & Hess is honored to have been selected for April 2018 Ohio Secretary of State’s Ohio Business Profile. We would like to thank the Ashland Chamber of Commerce for the nomination
A lot of people like to receive a refund from the IRS, thinking of it as a form of forced saving. On the other hand, if you underpay your taxes by more than $1,000 and don’t meet certain exceptions, you could be hit with a penalty.
It’s a good time to unplug… not from your investment strategy: from the media!
If you enjoy running your own business, selling it may be the furthest thing from your mind. But the reality is that eventually an opportunity to sell will come, whether due to your own life changes or a perfect buyer walking in the door. Planning, often years in advance of the sale date, is necessary to get the most value for the love, sweat and tears you’ve invested. Here are some tips to stay prepared.
