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.

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.

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

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.

W&H is growing!