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Some W&H Good News!

By Jordan Kvochick   |  October 10, 2020

In the famous words of Albus Dumbledore, “Happiness can be found, even in the darkest of times, if one only remembers to turn on the light.” Even though he’s a fictional character, he makes a good point. Considering how 2020 has had

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Year-End Tax Savings

By Jessica Syme, CPA   |  October 10, 2020

Fall is finally here! As 2020 draws to a close, it’s important to keep tax planning strategies in mind. Grab your favorite pumpkin-flavored drink, and let’s take look at some important potential tax savings:

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Beware Scams Targeting Seniors

By Jerod Daniel   |  October 10, 2020

Financial scams targeting seniors can get quite scary. Thieves are more clever than ever, often posing as banks, creditors, or government agencies to steal personal and financial information. Recently, the US Senate Committee on Aging has identified

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Retirement Planning: A Holistic Approach


As part of our commitment to continual learning, advisors often participate in events designed to sharpen our skills and keep updated with what’s new. Tracy recently attended the InvestmentNews Retirement Income Summit Virtual Event. Tim sat do

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Third Quarter 2020 Market Update


In the third quarter, stocks continued to go up, regardless of where you looked. US large cap, small cap, and international stocks all increased. Bonds lagged behind, but still had positive returns.

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Is a Tax Trap Lurking in Your Paycheck?

October 7, 2020

Does your paycheck look a little higher than normal? If so, it could be a tax trap.

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Weekly Market Update - October 5th


We hope you are doing well. We’ve attached a quarterly review video that discusses the following: How did major asset classes perform in the third quarter? What is the outlook for the fourth quarter and the election?

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September Market Update


Here is a recap of market performance for the month of September and year-to-date. September and year-to-date equity returns were opposites of each other. For the year, the S&P 500 has outperformed international and small cap stocks. During September, the S&P 500 trailed them both. Bonds were the best performer last month, and also for the year.

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September Mid-Month Update: What returns can I expect?

By Ryan Gilmer, CFA, CMT Chief Investment Officer   |  September 16, 2020

We hope you are doing well. Here is a recap of market performance for the month of September and year-to-date. So far this month, many stocks have declined, with the S&P 500 leading the way down. Small cap stocks have declined less than the S&P 500, while international stocks and bonds are essentially unchanged. Despite this decline, the S&P 500 remains the leader for the year so far with regard to stock investments. Bonds are also firmly positive.

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August Market Update

By Ryan Gilmer, CFA, CMT Chief Investment Officer   |  September 1, 2020

We hope you are doing well. Here is a recap of market performance for the month of August and year-to-date

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Weekly Market Update - August 21


This week, the S&P 500 reached both an intraday all-time high and closing all-time high, before going down. Since March, we have been consistently and gladly reporting stock gains in these communications. While a rising market in a bad economy

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Weekly Market Update - August 14


The S&P 500 Index achieved its all-time closing high on February 19, 2020 at 3386. This week, the market continued to approach this level. The following graph, from Strategas Research, is split into two sections. The top shows the following

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Your Weekly Market Update - August 7


This week, the S&P 500 trended higher, continuing the positive momentum which has consistently persisted since March 23rd. So far this year, we’ve seen a continuous array of emotional and divisive events, and plenty of volatility

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Weekly Market Update - July 24


Market action was mixed this week, leaving stocks little changed for the week. Early on, good news flowed as earning season began and progress continued on a potential new stimulus package. On Thursday, the tech sector came under pressure as this ove

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Weekly Market Update - July 17


In the market this week, stock returns were roughly flat, although the S&P 500 did rally back to its most-recent high at 3,232, which it first achieved on June 8th. Since that time period six weeks ago, we have seen two brief market corrections

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Weekly Market Update - June 26


In market news, stocks fell sharply on Wednesday, down over -2.5%, but then rose over the remainder of the week and finished the week roughly flat.

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Weekly Market Update - June 19

By Ryan Gilmer   |  June 19, 2020

Tomorrow marks the summer solstice and the official beginning of summer, when the sun reaches its northernmost point in the sky, above the Tropic of Cancer. In Ashland, Ohio we get to enjoy a total of 15 hours and 7 minutes of daylight, which makes i

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Your Weekly Market Update - June 5


Stocks rallied this week, continuing their strong advance since the most-recent low on March 23rd. While we have seen improvement and progress regarding COVID-19, much of this rally happened before these positive developments. This rally has also

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May Market Insight


Stocks continued to rebound strongly in May, led by the Russell 2000 (US small company stocks). The S&P 500 and the MSCI World Ex-US (international stocks) were also up to a lesser extent. The Bloomberg Barclays Aggregate Bond index was slightly up as well.

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Weekly Market Update - May 22


We hope you are well and ready to enjoy a beautiful holiday weekend. After declining last week, the S&P 500 increased this week and continues to trade inside a range of 2850-3000.

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Keywords: covid19

Weekly Market Update - May 15


We hope this finds you well, and exploring more outside your home, or at least the sunny outdoors. This week, the S&P 500 declined, and bigger picture: has continued to move sideways over the trailing month, from the middle of April until now.

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Keywords: covid19

Weekly Market Update - May 8


The S&P 500 continued its grind higher this week – we have continued to see market volatility trending lower as markets have digested much of the current economic fallout from the coronavirus pandemic.

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Keywords: covid19

April Market Insight


Year to date, the low point of the S&P 500 happened on March 23rd. Since that time, stocks have rallied in spite of a host of negative announcements on the economy and record high unemployment.

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Keywords: covid19

Your Weekly Market Update - April 24


We hope this finds you well. Here is a recap of this week’s performance in the S&P 500:

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Keywords: covid19

Your Weekly Market Update - April 17


We hope this finds you well – and don’t worry, we are almost certain this is the last snowfall of the spring! Here is a recap of this week’s performance in the S&P 500

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Keywords: covid19

Weekly Market Update - April 10


We hope this finds you well as we enter the Easter holiday weekend! We had a strong rally in stock markets this week. Here is a brief return summary:

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Keywords: covid19

March Market Insight


We hope this finds you well. We will have another post at the end of the week, but for now we wanted to give an update on market performance for the month and year to date

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Keywords: covid19

Highlights of the CARES Act


CARES Act for Individuals - On Friday, congress passed, and the President signed into law, the Coronavirus Aid, Relief and Economic Security (CARES) Act. In addition to providing support to small businesses, the bill provides measures to help individual

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Keywords: cares act, covid19

A Breath of Fresh Air in the Stock Market


We hope you are staying safe and well! Recently, life has been awkward and uncomfortable for all of us. The past few weeks have not been fun. However, we do believe the drastic measures that have been implemented by state governments are ultimately

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Keywords: covid19

Ease the Pain of Repaying Student Loans

March 25, 2020

Student loan debt is a hot topic and for good reason. Managing the burden that comes during repayment is very difficult. Fortunately, there are ways to get some relief while taking advantage of timely tax breaks at the same time.

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