Financial & Investment News and Updates

Take a bite out of your tax bill with tax-efficient solutions

December 18, 2018Wambolt Team

Creating a comprehensive, tax efficient wealth portfolio is an active exercise that happens year-round. Tax matters, especially for high-net-worth individuals who could see as much or more than 40% of their estate whittled away by estate taxes without careful forethought. As we approach year-end, it’s a good time to consider the many ways there are...

Analysts weigh in on market pullback: Stick to your game plan

December 14, 2018Wambolt Team

Many analysts generally link recent market jitters to uncertainty surrounding trade, Fed rate hikes, and global growth prospects into 2019. Of these, the “business cycle is one of the most important drivers of investment performance” (Guggenheim). According to Earnings Insight, analysts see single-digit earnings growth for the first three quarters of 2019, signaling a slowdown...

Social security payments bumped up for 2019; long-term view less healthy

December 11, 2018Wambolt Team

Social Security recipients are due to receive the largest increase in benefits in seven years. For many recipients, however, the increase in payments will go towards higher Medicare costs. As of September 2018, over 67.6 million Americans currently receive Social Security benefit payments. More than one in four of the adult population in the U.S....

Strong U.S. dollar impacts economy unevenly

December 6, 2018Cindy Alvarez

The U.S. dollar is appreciating in value, a trend seen happening in the background of soundbites around trade tensions, tax cuts, and earnings projections. While we may not readily see the value of the dollar edging one direction or the other, we can identify the indirect effect in many different aspects of our economy. Where...

Today is Colorado Gives Day! Do some good with your RMD

December 4, 2018Cindy Alvarez

Doing good feels (even) better with a tax write-off. We have a recommendation for you this holiday season. Individuals that exceed the 70-½ age threshold are required by the IRS to take minimum distributions (RMDs) from their traditional IRAs, which have been growing tax-free since inception. The IRS will take a percentage of the investment...

Fishing the Bighorn River – Everything you Need to Know

November 28, 2018Lisa Wambolt

The following content is part of our Fly of the Month Club. This article is written by Eddy Wittry from The Bighorn River TroutHouse Thirty one years ago I jumped into a drift boat and started to fish one of the biggest rivers I had ever seen. I was completely intimidated. At the end of...

Q&A with Greg Wambolt: Why do you wear a tie?

November 22, 2018Wambolt Team

Welcome to our ongoing series that answers your questions. This week, we asked Greg your question about why he wears a tie to the office every day. Here is his answer. Send us your questions at info@wamboltwealth.com. Question: Why do you wear a tie? Answer: Why is an important question. Why do people do anything? For me,...

How tough stance on trade is impacting the markets

November 13, 2018Wambolt Team

The use of tariffs to force trade talks started slowly this past spring, getting more aggressive as we marched into the fall. Retaliation for unfair trade practices are now impacting the economy, but it’s an impact that so far remains modest. Forecasters surveyed by the Wall Street Journal said the amount of imposed tariffs so...

Industry slow to catch on to winning Wambolt model

November 8, 2018Wambolt Team

At the recent Schwab IMPACT conference in Washington DC, Joe Duran, CEO of United Capital, had a few things to say about clients. According to Diana Britton for Wealthmanagement.com, Duran called clients emotional creatures that want to know if they have the means to live the life they want. For advisors, this means understanding what...

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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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