Blog posts tagged with "newsletter-q1-2021"

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Ryan Gilmer & Teri Yoder Take on Leadership Roles

January 15, 2021

Whitcomb & Hess is pleased to announce that Ryan Gilmer, CFA®, CMT® has joined our owner group effective January 1, 2021. Teri Yoder, CPA, has been promoted to Manager within the firm.

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Charitable Giving on Your 2020 Taxes

By Eric Key, CPA   |  January 15, 2021

The CARES Act significantly loosened some of the rules governing charitable deductions for the tax year 2020. Here are some highlights:

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Numbers to Know for 2021

By Chris Nadler, CFP, CTFA, Investment Advisor   |  January 15, 2021

As we welcome the new year, we want to help you refocus on your personal financial plan. Here are a few things to keep in mind for a successful 2021, including some reminders from the SECURE Act which took effect in January 2020.

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A Year In Review: 2020 Market Recap

Viewed through almost any lens, 2020 was a historic and incredible year. And now it’s over. Let’s take a look back at what happened over the last 12 months in the market.

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