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Blog posts tagged with "newsletter-2021-summer"

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W&H Team News - Summer '21

By Jordan Kvochick   |  July 12, 2021

This April, our newest Investment Advisor Representative, Matthew Lefelhoc, passed the FINRA Series 65 exam. In June, we sharpened our skills and had some fun at our annual Team Retreat.

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Getting the Most Out of Your QBO Subscription

By Teri Yoder, CPA   |  July 12, 2021

In today’s fast-paced tech world, we have seen an explosion in online accounting software options. The major market share winner has remained with the Intuit giant and QuickBooks Online (QBO). The various subscription levels offered by Intuit &

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2nd Quarter Market Recap


We’re officially halfway through 2021, which has been very positive for stock market returns. The chart below shows the path of the S&P 500 over the last six months.

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3 Reasons to Give Away Appreciated Stock


As the stock market continues to recover, perhaps you’ve seen significant gains in your portfolio, or maybe you invested in a stock that skyrocketed and now your portfolio is out of balance. If you have a heart for non-profits, we have some goo

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Estate Planning for Business Owners

By Jim Hess, CEO, CPA   |  July 12, 2021

We are continuing our series on estate planning, this time focusing on business owners. While there are common elements that anyone would need to have, there are unique documents and planning that need to be considered for different situations.

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