(720) 962-6700

Join Wambolt Wealth News

(720) 962-6700

Join Wambolt Wealth News

Articles

Please enter your email to get access to Articles

Drilling Into Global Markets

By Cindy Alvarez & Bob Newkirk “We aren’t addicted to oil, but our cars are.”– James Woolsey Roughly 99% of vehicles in the U.S. run on gasoline or diesel fuel. The price of oil used to produce gasoline and other energy products continues to have a significant effect on the U.S. economy, its corporations and...
Read More

Wambolt & Associates: A Family Office for Many Families

By Cindy Alvarez & Bob Newkirk A traditional “family” office provides comprehensive investment, tax, estate and other services to achieve long-term financial goals, including passing on wealth to future generations. Providing all these services is expensive, and to justify an office focused on a single family may require wealth possessed by very few. However, a...
Read More

Know Thyself in Down Markets: Accepting Losses for Future Gains

This article was written before stock indices moved into a bear market rather than a correction.However, the same principles presented continue to apply. “In investing, what is comfortable is rarely profitable.”– Robert Arnott The market declines this year are painful. However, these types of declines are surprisinglyfrequent. Understanding how to respond to market corrections is...
Read More

4 Questions to Ask Yourself About Your Estate Plan

“If You Fail to Plan, You are Planning to Fail” – Benjamin Franklin No one ever plans to fail; it is never intentional. We do not launch initiatives with failure inmind. Instead, we seek success. When we start a business, make an investment, or take on anew venture – retirement, parenthood, or a cross-country move...
Read More

Will the Fed’s Inflation Fight Cause a Recession?

“The four most dangerous words in investing are: this time it’s different.”– Sir John Templeton Speculation about a potential recession has been prominent in recent financial reporting. The goodnews is that multiple elements of the U.S. economy are healthy and provide an economic tailwind forthe future. The bad news is that actions by the Federal...
Read More

Will the Economic War with Russia Cause a U.S. Recession?

Will the Economic War with Russia Cause a U.S. Recession? “In the 20th century, the United States endured two world wars and other traumatic and expensive military conflicts, the Depression, a dozen or so recessions and financial panics, oil shocks, a flu epidemic, and the resignation of a disgraced president. Yet the Dow rose from...
Read More
3 Rules on Accountable Plans for Home Office Deductions

3 Rules on Accountable Plans for Home Office Deductions

How to implement tax-free benefits for employees working from home. During Covid-19, companies small and large were forced to adapt to remote work. Workers and businesses invested in home offices and equipment. Now, a growing number of companies are realizing that full remote or hybrid work weeks are here to stay as more employees do...
Read More
Federal Reserve Policies Explained

Who’s Afraid of the Big, Bad Fed? Federal Reserve Policies Explained

“Inflation is always and everywhere a monetary phenomenon.” ~Milton Friedman Inflation is at 7%, its highest level since 1982. The ability of Congress or the Biden Administration to curb inflation is limited, at best. Responsibility for addressing inflation will fall to the arm of the federal government primarily responsible for monetary policy, the Federal Reserve...
Read More

Fact or Fiction? Investment Truths for 2022

“The stock investor is neither right nor wrong because others agreed or disagreed; the investor is right because the facts and analysis are right.” ~ Benjamin Graham Recent increases in wages, prices and inflation are receiving a lot of media coverage. What should you believe, and what is a lot of hot air? What should...
Read More
1 2 3 23

Subscribe To Walmbolt Wealth News

* indicates required

 

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.

[sc name="form modal"]