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Blog posts tagged with "newsletter-2021-spring"

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W&H Team News - Spring 2021

April 12, 2021

W&H is excited to welcome a new team member! Our Investment Advisory Services Intern, Matthew Lefelhoc, has decided to stay on with us after he graduates from The Ohio State University - Fisher College of Business in May. Originally hired as a 20

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New Retirement Planning Software


Last year we embraced many changes, including a new retirement planning software. RightCapital is an intuitive program that allows us to pull together all of your investment accounts, including those outside of Charles Schwab.

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Be Aware: Email Scams on the Rise

By Jerod Daniel   |  April 12, 2021

While we’ve all been focused on the lingering pandemic, or balancing real life with work-from-home life, cybercriminals are taking advantage our distractions with attacks via email and text messages.

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Estate Planning for Today’s Young Professional

By Aaron Bates, CFP, Investment Advisor   |  April 12, 2021

As young professionals get married, have children, buy a house, and perhaps grow a business, not many people in their 30s and 40s have “estate planning” near the top of the to-do list. Unfortunately, tragedies happen. Preparing for the wo

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First Quarter Market Recap


After a dramatic and emotional year for financial markets in 2020, stocks and bonds have taken divergent paths to begin 2021. Stocks have continued to climb higher, while the price of bonds has declined. This is a result of higher economic growth exp

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Teach Your Kids How to Set Sail with Finances


Do you feel like you’ve missed the boat when it comes to educating your kids about finances? It’s not too late to teach them these four basic principles.

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