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December Market Update

We hope you are doing well. Here is a recap of market performance for the month of December, and 2020 year-to-date. Stocks had another positive month in December. US small cap outperformed large cap and international stocks, which were also positive. Bonds were relatively unchanged. As you can see from the table above, all four of the major benchmarks we track had solid returns for 2020, despite high levels of volatility at the beginning of the year.

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Keywords: market update

Using Depreciation to Control a Loan Forgiveness Tax Surprise

December 23, 2020

Bonus depreciation and Section 179 expense can be a valuable tool to help you manage your business' profit margin this year. Here are some thoughts to consider.

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Ideas For Better Savings Rates

December 23, 2020

Before the housing bubble burst in 2008, you could find high yield savings accounts that were paying rates over 5.0 percent. Today? These same banks are paying less than .10 percent.

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COVID-19 Response

December 22, 2020

We hope you find this information helpful during this uncertain time.

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Keywords: cares act, covid19

A Happy Banker Makes for a Happy Business

December 16, 2020

With the onset of COVID-19, small business banks are more nervous about potential loan losses than ever. Here are several tips for your business to maintain a great working relationship with your lender. These same tips can also be used if you want t

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Common IRS Surprises

December 9, 2020

No one likes surprises from the IRS, but they do occasionally happen. Here are some examples of unpleasant tax situations you could find yourself in and what to do about them.• An expected refund turns into a tax payment. Nothing may be more def

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Turn Your Home Office Into a Tax Deduction

December 2, 2020

If you are working from home for the first time in 2020, you may be wondering if your home office is tax deductible. The bad news? If you’re working from home for an employer, you normally can’t deduct your home office expenses.Here&rsquo

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Noember Market Update

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

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Retirement Savings Tips for Small Business Owners

November 25, 2020

As an owner of a small business, you’ve proven that you’re a self-starter by operating a successful private enterprise. Of equal importance is applying your skills towards saving for your future. Here are some of the most popular tax

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Steer Clear of Money-Making Scams While You're Stuck at Home

November 18, 2020

Scammers are targeting people looking to make money while stuck at home.

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November Mid-Month Update

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

We hope you are doing well. Here is a recap of market performance for the month of November so far, and year-to-date: For the month, stocks are significantly higher, with US small cap and international stocks up double digits. US large caps are also firmly positive, while bonds are slightly up. For calendar year 2020, the S&P 500 remains the leader, and bonds are second best.

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How to Walk the Tightrope When Raising Prices

November 11, 2020

Raising prices can be fraught with risk during good economic times. So what happens if you try to raise prices during bad economic times?

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Saving Too Much Can Sometimes Be Expensive

November 4, 2020

When it comes to money topics, you’re always hearing how to save more. But even with the best of intentions, you can run into trouble when you try to save too much. Here are four ways that savings can get in your way and how you can correct

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BWC Approves $5 Billion for Ohio Employers

November 3, 2020

On November 2, the Ohio Bureau of Worker’s Compensation (BWC) Board of Directors approved Governor Mike DeWine’s request to send $5 billion in dividends to Ohio employers to ease the continued impact of COVID-19 on Ohio’s business c

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October Market Update

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

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How to Build Your Emergency Fund - When You Have No Money

October 29, 2020

This year’s pandemic highlights the importance of having enough money set aside in an emergency fund to cover six to nine months of key expenses should you lose your job.

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Generate Business Buzz With a Press Release

October 27, 2020

When crafting your business's marketing strategy, don't forget about developing a relationship with the press. Although newspapers and magazine circulation has drastically decreased over the past 20 years, the demand for content still exists via onli

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Don't Make These Business Website Mistakes

October 21, 2020

Your company’s online presence leaves a lasting impression—positive or negative. When people check out your homepage, will they stick around? Will they buy? Will they return? Make your website easy to use and current, and new orders may b

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October Mid-Month Update

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

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The Lowdown on the Great Autumn Gourd

October 15, 2020

Corn might be the king of U.S. crops, but pumpkins are always in demand this time of year by kids and others celebrating fall’s festivities. Here are several interesting tidbits about one of America’s favorite fall gourds.

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Switching Jobs? Here's What To Do With Your 401(k)

October 13, 2020

Suppose you’re switching jobs if you were furloughed because of the pandemic or you’re simply searching for greener pastures. If you have a 401(k) from your soon-to-be former employer, you must decide what to do with your retirement accou

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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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