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Improve Liquidity Menu

A Menu of Options to Create More Liquidity  Let’s face it, life inevitably throws some curve balls our way from time to time. Sometimes it feels like they come in multiples. Building options into your financial plan for these sometimes-unforeseen curve balls can often be the difference between making decisions on our own terms versus doing...
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High Net Worth Life Full of Risks

Social media and the online news sites love to publish articles discussing Americans’ reluctance to plan for their retirement. These articles paint a gloomy picture of a future with too little money saved, the possibility of reduced Social Security benefits, and many people feeling they may never be able to retire. While this may be...
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Estate Planning with Insurance to Meet Goals

As you develop or update an estate plan, consider the following ways life insurance can help address your needs. Determining how to meet your loved ones’ needs and accomplish your financial goals are the primary tasks of an estate plan. In addition, with a well-constructed plan, you can prepare for predictable events, such as the...
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Loans for Small Business Owners through CARES Act

The Coronavirus Aid, Relief, and Economic Security (CARES) Act which was recently passed by Congress is intended to assist business owners with specific needs they have right now. Although the first $350 Billion for these programs has been drained, it appears congress is negotiating to contribute more to this lifeline for small businesses. We know...
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All in the Family Business – Succession Planning and Executor Selection

Creating a detailed succession plan is paramount for a smooth and profitable transition. When you’ve dedicated decades to building your company, it can be difficult to imagine your life without it— not to mention the future of the business with another family member as the lead. In reality, everyone will transition out of their family...
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Unemployment: COVID-19 Reshaping America and the Globe

Many of us find ourselves looking to the past to find some context for what the future holds during this extraordinary time when much of America is sheltered-in at home versus managing their typically busy work life. Containment measures have led to widespread business closures and surging unemployment, resulting in more questions than answers as...
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Key Aspects of the SECURE ACT

Congress passed several laws in December of 2019 that impact several retirement savings aspects. This bundle of changes is referred to as the SECURE Act à “Setting Every Community Up for Retirement Enhancement”. Some of these changes will create some tax and estate planning challenges for non-spouse beneficiaries. Therefore, we are sharing some examples of how just...
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Looking in the Rearview Mirror at 2019

By Kelly Fraser – Senior Wealth Management Advisor As we turn the page on 2019, as well as a decade of economic growth, allow us to reflect on some of the defining features of these interesting times… Coming off the heels of market volatility in late 2018, that was largely spurred by the Federal Reserve’s...
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Are you taking full advantage of the evolution of the Investor Experience?

By Kelly Fraser – Senior Wealth Management Advisor Over the last 2-3 decades, the investor experience has been almost completely reshaped. As pensions have become a rarity, access to investment markets have become dramatically democratized. Investors are now far more responsible for meeting their retirement goals and have become increasingly aware of the need for...
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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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