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Blog

Spring Cleaning

Feb 17, 2021
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Year-end Planning Opportunities

Dec 19, 2020
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The SECURE ACT and your Retirement

Feb 21, 2020
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Traditional vs. Roth IRAs

Apr 11, 2019
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Saving for College Today

Mar 4, 2019
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Charitable giving strategies

Feb 8, 2019
Categories
Tax Planning
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Semi-Annual Investment Memo

Jan 31, 2019
Categories
Investments
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Please remember that different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment or investment strategy (including those undertaken or recommended by WBH), will be profitable or equal any historical performance level(s).

Certain portions of WBH’s web site (i.e. newsletters, articles, commentaries, etc.) may contain a discussion of, and/or provide access to, WBH (and those of other investment and non-investment professionals) positions and/or recommendations as of a specific prior date. Due to various factors, including changing market conditions, such discussion may no longer be reflective of current position(s) and/or recommendation(s). Moreover, no client or prospective client should assume that any such discussion serves as the receipt of, or a substitute for, personalized advice from WBH, or from any other investment professional. WBH does not provide legal or tax advice, and the information provided is general in nature and should not be considered legal or tax advice. Consult an attorney, tax professional, or other advisor regarding your specific legal or tax situation.

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* As of December 31, 2020, WBH's assets under management totaled $856,562,066.

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