Q3 – Summer
June Market Recap & Two Factors to Consider
In June, stocks rallied. While US small caps led, large caps, and international stocks also had attractive returns, while bonds slightly declined. For the calendar
July 5, 2023
The Debt Ceiling – May ’23 Update
In May, market performance was mostly negative. US large cap stocks inched higher, while small cap stocks, bonds, and international stocks declined.
June 1, 2023
The Right Questions to Ask – April ’23 Update
In April, market performance was mixed. International stocks and US large caps had positive returns, while bonds were also up.
May 2, 2023
W&H Team News: Tami Retires!
CPA Tami Reynolds is retiring this month! Tami joined the firm in the fall of 1986 and has been with us through 36 tax seasons.
April 14, 2023
TOD: Three Letters to Avoid Probate
We all know the saying, “It’s the little things that count.” This is especially true when it comes to your estate plan. Making sure your
April 13, 2023
SECURE Act 2.0: Impact in 2023 and Beyond
In December 2022, Congress passed another massive tax bill, updating a number of provisions to assist Americans saving for retirement. This is commonly known as SECURE Act 2.0. Here are some highlights:
April 12, 2023
Celebrating 40 Years of Our Firm’s Growth
On a car ride to Columbus, Ohio in 1983, CPAs Ed Whitcomb and Jim Hess agreed to form Whitcomb & Hess. They believed they could
April 11, 2023
