(720) 962-6700

Join Wambolt Wealth News

(720) 962-6700

Join Wambolt Wealth News

Articles

Please enter your email to get access to Articles

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,...
Read More

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...
Read More

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...
Read More

Changing lives: Where’s your financial compass pointed?

August 23, 2018
You would never build a house without a blueprint. Just the process of putting a blueprint together from scratch, going back and forth over details, site use, and wall placement gets you closer to the dream home you want. With the blueprint in hand, the ordering can begin – boards, bricks, and faucets, everything according...
Read More

Bankruptcies boom, highlighting need to build wealth early

August 21, 2018
Older Americans are filing for bankruptcy at a rate more than triple that in 1991 amid reductions in the social safety net (Social Security and Medicare) and a shift away from pensions, according to the study “Graying of U.S. Bankruptcy:  Fallout from Life in a Risk Society.”  As reported in the Wall Street Journal, on average, 3.6...
Read More

Stacking retirement plans accelerates savings and reduces taxes

August 14, 2018
The Tax Cuts and Jobs Act (TCJA) changed tax deductions, making defined contribution retirement plans, such as 401(k) plans and pensions, more appealing for small businesses, entrepreneurs and certain taxpayers with earnings too high to benefit from the new qualified business income (QBI) deductions. But defined benefit plans come with qualifiers that can reduce benefits...
Read More

Federal funds rate held steady as economic activity is “strong”

August 9, 2018
The Federal Reserve held short term rates steady in its most recent Federal Open Market Committee (FOMC) on August 1 but signaled a rise likely to come in September. Increases in the federal funds rate raise the costs of credit card debt and adjustable-rate mortgages. According to Fed’s news release, the central bank’s policymaking committee was acting on...
Read More

Social Security to tap into trust fund for first time in 36 years

August 7, 2018
The Social Security program’s cost will exceed its income this year for the first time since 1982, forcing the program to access a $3 trillion trust fund to cover future benefits. Social Security is funded by two trust funds, one for retiree benefits and another for disability benefits. The latest annual report issued by the...
Read More

Facebook down, Apple up: Tech focus on individual companies

August 3, 2018
Writing for WealthManagement.com, David Trainer, president of New Constructs, gives reasons why there is no tech bubble in five charts. Although the S&P and NASDAQ are up, he contends we are not in another tech bubble for the following reasons: Growth expectations are significantly lowertoday Margins shouldn’t regress to tech bubble lows Cheaper valuations are partially...
Read More
1 … 13 14 15 16 17 … 25

Subscribe To Wambolt Wealth News

Name
This field is for validation purposes and should be left unchanged.

 

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"]