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Tax Planning

Charitable giving in 2019

Feb 8, 2019

Why cash should almost always be the last option

Tax Planning

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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.

* As of October 26, 2018, WBH's assets under management totaled $644,600,000.

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