August Market Recap & Minding the Gap
In August, markets declined, with US small caps the worst offenders. Large caps, international stocks, and bonds also went down. For the calendar year, large
September 1, 2023
August Market Recap & Minding the Gap
July Market Recap & Starting with Why
July Market Recap In July, stocks continued to rally. While US small caps led, large caps and international stocks also had attractive returns, while bonds
August 1, 2023
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
