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Capital Gains

Proactive Tax Planning: Capital Gains Tax Bargains… What?

By Cindy Alvarez – Senior Wealth Management Advisor It is usually the fall season when we begin to think about the year coming to an end, and what we might do during this final quarter to improve our tax picture. Simply put, we begin to think about tax deductions. What can we do to decrease...
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Answering to Suitability vs. Fiduciary

Answering to Suitability vs. Fiduciary

By Cindy Alvarez, Senior Wealth Management Advisor Not all financial professionals are alike when it comes to working with their clients.  There are many different regulatory classifications of financial advisors, but the two most common are the (1) Broker-Dealer and the (2) Registered Investment Advisor, or RIA. One of the most significant differences is their...
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Non-Retirement Savings Accounts Options

Power of Options – What you Need to Know about Non-Retirement Savings Accounts

Saving for retirement can be likened to going on a diet. What you need to succeed in both cases is a long-term mindset and the discipline to stay the course along the way. Let’s face it, we live in a fast-food culture where we want everything now and we lack the patience to wait more...
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Why Tax Planning is Important

As wealth managers, we talk a lot about proactive tax planning and the importance of taking the time to create more favorable tax outcomes. With that said, why aren’t more individuals getting involved in the process? The primary reason for the lack of tax planning can be attributed to the constant change in tax laws...
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Roth Conversion

What is a ROTH Conversion and is it for ME?

Simply put, a ROTH Conversion is a transfer of all or part of the balance of an existing Traditional IRA to a ROTH IRA. First, most investors know the difference between a ROTH IRA and a Traditional IRA, but let us provide a quick overview for those who may not be well versed on these...
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What You Need to Know about College Savings – 529 Plan Versus UTMA

By Cindy Alvarez, Senior Wealth Management Advisor Helping families design their financial roadmap often involves a discussion on some of the best practices for setting money aside for children’s education. The tough part for parents is first trying to determine if their child is going to be college bound, community college bound, trade school bound,...
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9 Most Asked Questions Regarding Financial Advisors in 2020

According to the Financial Industry Regulatory Authority (FINRA), there are 19,884 registered financial advisors located in Colorado as of October 2020; this number is six times greater than that of Nevada with only 3,301 advisors.   It comes as no surprise to see this elevated number of advisors residing in Colorado since Colorado is ranked #13...
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Presidential Elections and the Stock Market

By Cindy Alvarez, Senior Wealth Management Advisor   It is a common myth to believe that any sitting President’s fiscal policies can or will manipulate the barometer of the U.S. stock market, while the truth is, over the past 120 years – the long-term performance of the market has shown almost no correlation with government...
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ePocket Tax Tables

Quick Links:   2019 Income and Payroll Tax Rates  2020 Income and Payroll Tax Rates  Corporate Tax Rate  Alternative Minimum Tax  Kiddie Tax on Unearned Income  Income Taxation of Social Security Benefits  Standard Deduction  Itemized Deductions  Deduction for Qualified Business Income  Capital Gains and Dividends  Deductions for Contributions to Public Charities  Individual Retirement Accounts  Dollar Limits for Qualified Retirement Plans  Required Minimum Distributions  Estate and Gift Taxes  2019 INCOME AND PAYROLL TAX RATES...
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The commentary on this website reflects the personal opinions, viewpoints and analyses of the Wambolt & Associates employees providing such comments, and should not be regarded as a description of advisory services provided by Wambolt & Associates or performance returns of any Wambolt & Associates Investments client. The views reflected in the commentary are subject to change at any time without notice. Nothing on this website constitutes investment advice, performance data or any recommendation that any particular security, portfolio of securities, transaction or investment strategy is suitable for any specific person. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. Wambolt & Associates manages its clients’ accounts using a variety of investment techniques and strategies, which are not necessarily discussed in the commentary. Investments in securities involve the risk of loss. Past performance is no guarantee of future results.

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