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IRS issues more guidance on investor tax breaks in opportunity funds

May 22, 2019Wambolt Team
IRS issues Q&A, providing more certainty for investors in how, when and what opportunity zone investments are eligible for tax breaks.   Along with the Tax Cuts and Jobs Act of 2017 (TCJA) came some generous tax breaks to encourage investment in economically underserved markets. Until now, though, the rules for claiming the tax breaks on...
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Tracking trade tension

May 14, 2019Andrew Jenkins
Trade tensions are escalating at a rapid rate. On May 10, President Trump moved to raise tariffs on $200 billion of Chinese products. Three days later, China retaliated with plans to increase tariffs on a wide range of American goods too, as high as 25 percent, effecting roughly $60 billion in U.S. imports. The same...
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The Martian Invasion

May 2, 2019Peter Stitcher
The following content is part of our Fly of the Month Club. This article is written by Peter Stitcher from Ascent Fly Fishing. Trout need to see your flies if they are going to eat them. This can be a challenge with traditional fly patterns when the sun starts to sink but the bite remains...
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1031 exchanges help investors transition to new investment strategies

April 30, 2019Wambolt Team
Every sale of investment or business property can create a tax liability. This reduces the amount of money available for the purchase of replacement property and can performance temper growth. In 1921, the IRS addressed this problem by setting up a re-investment incentive known as a Section 1031 or “like-kind” exchange. Companies and real estate...
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Should I pay off my mortgage?

April 18, 2019Wambolt Team
Most homeowners at some point aspire to own their homes outright. But the math typically does not support paying off a mortgage early. Doing so can deplete your investment account and eliminates mortgage interest deductions. Does that mean you should never pay off your mortgage early? Not necessarily. Whether to do so typically depends on...
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Your investment strategy: Index funds vs. Individual security selection

April 11, 2019Andrew Jenkins
All investments carry risk. It pays to be choosy and mix up your holdings in a diversified portfolio.   All investments carry risk. Exposure to loss, and an investor’s appetite for taking chances, influence investment behavior and the design of your investment portfolio. While some investors thrive when the stakes are high, most investors are...
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Wambolt in the Community: Dawg Nation steps in to help hockey families in need

April 9, 2019Jackie Mack
Dave Repsher, a Flight for Life nurse, was in an Airbus helicopter on a PR flight when it went down in Summit County in 2015. Dave suffered burns to 90% of his body and was given a negative chance of survival based on the severity of his burns. Before Dave awoke after the accident, his...
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Checking in on Bitcoin’s rollercoaster ride

April 4, 2019Wambolt Team
Bitcoin, the most popular cryptocurrency in the world, jumped to a four-month high through April 2, briefly breaching $5,000 on the Bitstamp exchange. The 15% climb puts Bitcoin above its lowest selling price of $3,400 in December of 2018 but a far cry below its trading high of $19,783.06 in December of 2017. The jump...
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Paint by Number Fly Fishing

March 29, 2019Peter Stitcher
The following content is part of our Fly of the Month Club. This article is written by Peter Stitcher from Ascent Fly Fishing. Fear not, your fly fishing therapists from Ascent Fly Fishing are here to bring financial harmony to you and your significant other. With a handful of Sharpie markers and a few key...
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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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