Blog posts tagged with "newsletter-2021-spring"
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
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.
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.
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
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