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Some W&H Good News!

By Jordan Kvochick   |  October 10, 2020

In the famous words of Albus Dumbledore, “Happiness can be found, even in the darkest of times, if one only remembers to turn on the light.” Even though he’s a fictional character, he makes a good point. Considering how 2020 has had

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Year-End Tax Savings

By Jessica Syme, CPA   |  October 10, 2020

Fall is finally here! As 2020 draws to a close, it’s important to keep tax planning strategies in mind. Grab your favorite pumpkin-flavored drink, and let’s take look at some important potential tax savings:

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Beware Scams Targeting Seniors

By Jerod Daniel   |  October 10, 2020

Financial scams targeting seniors can get quite scary. Thieves are more clever than ever, often posing as banks, creditors, or government agencies to steal personal and financial information. Recently, the US Senate Committee on Aging has identified

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Retirement Planning: A Holistic Approach


As part of our commitment to continual learning, advisors often participate in events designed to sharpen our skills and keep updated with what’s new. Tracy recently attended the InvestmentNews Retirement Income Summit Virtual Event. Tim sat do

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Third Quarter 2020 Market Update


In the third quarter, stocks continued to go up, regardless of where you looked. US large cap, small cap, and international stocks all increased. Bonds lagged behind, but still had positive returns.

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