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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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Q&A with Greg Wambolt: When will I retire?

September 4, 2018
Welcome to our ongoing series that answers your questions. This week, we asked Greg your question about his retirement plans. Here is his answer. Send us your questions at info@wamboltwealth.com and feel free to comment below! Question: When is Greg retiring? Answer: I have no plans to ever retire. You never know what life event may change my perspective,...
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Off the Beaten Path Trout Waters

August 29, 2018
The following content is part of our Fly of the Month Club. This article is written by Peter Stitcher from Ascent Fly Fishing. One’s Home Waters are a place of comfort. Studied over long days on the water, we learn the intricacies of each drift and come to know the specific fish that live in...
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How to handle the longest bull market ever

August 28, 2018
We entered new territory last week. Stocks are on an epic run, and we are now in the longest bull market on record, by most definitions. Buoyed by corporate tax cuts, low interest rates, stock buyback programs, and a strong tech sector, the economy has seen solid economic and corporate earnings growth. While merely hitting...
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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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