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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...
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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...
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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...
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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...
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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...
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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...
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Ask us questions!

August 1, 2018
A June 7 article on WealthManagement.com entitled, My Life as a Client: Don’t Ask Too Many Questions, reads like a what-not-to-do in the world of wealth management advising. (Thankfully, we don’t!) The author, who lives in New York City, chronicles her search for “unbiased financial advice.” With investible assets of more than $1 million, she...
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Tech and energy stocks top performers in 2nd quarter

July 27, 2018
All three major indices ended the second quarter on a positive note. The S&P 500 was up 2.9% and the Dow Jones was up 0.7%. Energy and technology sector stocks led the markets in the second quarter, helping to advance the tech-heavy Nasdaq by 6.3% for the quarter. With oil prices climbing (see Record U.S. oil...
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Low Water Trout Tips and Tactics: Part Two

July 24, 2018
The following content is part of our Fly of the Month Club. This article is written by Peter Stitcher from Ascent Fly Fishing. The summer is here, the camping gear is in the car, there are burgers on the grill, and the call of the river is strong! Some of the best and most exciting...
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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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