Unraveling the Mystery of Form W-4 With all of the tax forms out there, keeping them straight can be a challenge. So, when your employer hands you a W-4 form to fill out what should you do? A W-4 is an IRS tax document that employers use to calculate how much tax to withhold from…
WEEKLY ECONOMIC UPDATE Market Recap – Week Ending Aug. 23 August 26, 2024 Market Updates Stocks Climb; Fed Comments Signal Interest-Rate Cuts Overview: Stocks rose across the globe last week with international developed markets (MSCI EAFE) leading the way, up 2.8% on the week. Here in the U.S., the S&P 500 index closed the week 1.5% higher,…
Mid-Week Market Minute – September 4, 2024 Mid-Week Market Minute 9.4.24 September 4, 2024 Market Updates Stocks Lower; Key Jobs Report on Friday Coming off the long holiday weekend, stocks around the globe finished sharply lower on Tuesday. The S&P 500 fell more than 2% on Tuesday, while the tech-heavy Nasdaq declined by more 3%. Shares…
Join us for our 2024 Client Appreciation Seminar September 11, 2024. Doors open at 5:45 at Romer’s Catering St Henry, Ohio. Space is limited, please RSVP for yourself & a guest by calling our office at 419-678-4814. Click here for a copy of the invitation. Securities offered through Avantax Investment ServicesSM, Member FINRA,…
Today we had an in-house training. Thanks to Jill Muhlenkamp with Knapschaefer Insurance for an insight into health insurance through the Affordable Care Act. We then enjoyed a tasty lunch from Pla-Mor Lanes! Securities offered through Avantax Investment ServicesSM, Member FINRA, SIPC Investment advisory services offered through Avantax Advisory ServicesSM Insurance services offered…
MONTHLY ECONOMIC UPDATE – August, 2024 Avantax Market Update – August 2024 In an effort to consistently provide you with timely market updates, we thought you might enjoy the most recently published market commentary by our partners at Avantax. In this month’s market update video, Ivan Gruhl, CFA®, Co-Chief Investment Officer at Avantax recaps returns…
WEEKLY ECONOMIC UPDATE Market Recap – Week Ending Aug. 16 August 19, 2024 Market Updates Stocks Rally After Stronger-Than-Expected Economic Data Overview: Global stacks rallied significantly in last week’s trade, benefitting from stronger-than-expected economic data as well as waning volatility. The S&P 500 index finished the week higher by 4%, while the MSCI EAFE (international developed index)…
Mid-Week Market Minute – August 14, 2024 Mid-Week Market Minute 8.14.24 August 14, 2024 Market Updates Stocks Rebounding; No Surprises in CPI Report Global stocks were on the move higher this week, led by the mega-cap growth names in the U.S. As of mid-week, the S&P 500 was higher by more than 2%, while international and…
The Celina Lake Festival 2024 kicked off Sunday evening, July 21st with the crowning of Miss Lake Festival, and Miss Lake Festival Outstanding Teen. Kelly Broering and Doug Bertke from our Celina office once again served as Auditors for this pageant, with the role of compiling the judges’ scores to determine the winner. MHC has…
Mid-Week Market Minute – July 17, 2024 Mid-Week Market Minute 7.17.24 July 17, 2024 Market Updates Stocks Continue Climb; Retail Sales Beat Expectations Stocks continued to march higher this week as market breadth expanded, led by the resurgence in small cap stocks which have rallied more than 10% over the past week. As of Tuesday’s close,…