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Q&A with Greg Wambolt: Why Wambolt welcomes interns into the W&A workplace

October 9, 2018
Welcome to our ongoing series that answers your questions. This week, we asked Greg your question about the fresh faces and young talent seen in the office during the summer months. Here is his answer. Send us your questions at info@wamboltwealth.com. Question: Why does Wambolt welcome interns into the W&A workplace? Answer: For two summers now,...
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Welcoming More Women to the Boardroom: Your invitation

October 5, 2018
Seats promoting diversity in the board room may be opening up, state-by-state. The diversity we are referring to is women, who have been under-represented in the executive halls of U.S. public companies. Individual states are taking on the status quo with initiatives to help instill diversification. Most recently, California implemented a minimum number of women...
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Federal funds rate ticks up on a strong economy

October 3, 2018
The federal funds rate picked up another quarter point on Wednesday, September 26, as the Federal Open Market Committee  unanimously approved its third increase of the year to a range between 2% and 2.25%. In a statement released last Wednesday, data reviewed by the Committee indicates a strengthening labor market and economic activity rising at...
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What moved the markets (September 2018)

September 26, 2018
The stock market continued to rally in the face of trade and tariff discussions among the U.S. and international trading partners. Topics under considerations included the North American Free Trade Agreement (NAFTA), the World Trade Organization (WTO), and protecting U.S. intellectual property rights internationally. Contagion threat Emerging market currencies were rattled worldwide as turmoil with...
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The Wambolt Team Welcomes Jovi Rodriguez

September 20, 2018
We are pleased to announce that Jovi Rodriguez has joined the Wambolt Family as a Junior Wealth Management Advisor and Analyst. Jovi joins us from J.P. Morgan Chase Bank, where he supported private investment clients with financial planning, account maintenance and clear communication. He also worked with a broad spectrum of retail and wealth management...
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Matching Dries From a Distance

September 19, 2018
The following content is part of our Fly of the Month Club. This article is written by Peter Stitcher from Ascent Fly Fishing. Knowledge is power, and in the case of the fly fisher, the greater your ability to identify the insects that trout feed on and choose the correct fly pattern, the more successful...
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Lock Down Firm Value for the Future

September 12, 2018
You’ve done it. You’ve built a firm you take pride in, painstakingly over time with clients and staff you care about. Keep more of that value–and your clients happy–with succession and continuity planning. Read more in our article, ‘Lock Down Firm Value for the Future,‘ featured in Wealth Management Magazine’s 2018 Mid-Year Outlook. Click here to read the...
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Announcing new technologies for an easier, faster, better Wambolt experience

September 11, 2018
Our goals are simple. We want you, our clients, to be well-informed about where you are at all times. And we want to make it easy for you to do business with us. To become faster, better and more precise, we’ve invested heavily in several powerful high-tech tools. Here’s a look at a few of...
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New in 2018: Opportunity Zone Investments

September 7, 2018
Trillions of dollars in long-term capital may soon be making its way into distressed rural and urban communities hungry for opportunity. The vehicle for change is a new tax-advantaged program that encourages investment in needy neighborhoods. Enacted by the 2017 Tax Cuts and Jobs Act, the Opportunity Zone program gives investors a tax break on...
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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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