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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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Record U.S. Oil Exports Help Narrow Trade Deficit

July 16, 2018
Technology driven drilling and oil exploration has elevated the U.S. to the third largest oil producer in the world, behind Russia and Saudi Arabia. The EIA estimates that U.S. oil, priced as West Texas Intermediate (WTI) in the energy markets, will continue to be less expensive than its international counterpart, Brent through 2019. Since commodities...
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Macroeconomic forces: What we’re watching now

July 13, 2018
Analysts list a number of factors that could (key word “could”) be indicators that the economy is sliding. Here’s an update on a number of those items and their impact on the economy: Trade and tariffs Trade and tariffs disrupted markets in June as the U.S. Commerce Department announced tariffs on $250 billion worth of...
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Trade war begins – What’s next?

July 11, 2018
The U.S. and China exchanged $34 billion worth of tariffs on Friday, July 6. An additional list of potential tariffs totaling $200 billion in Chinese goods was announced on July 10 , further escalating tensions between the two countries (CNBC). China has cried foul, according to the BBC, and lodged a complaint to the World Trade Organization. China...
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Lindsey Miller joins the Wambolt Team

July 5, 2018
Please join us in welcoming Lindsey Miller to the Wambolt Team! Lindsey brings her distinct client-advocacy perspective to Wambolt, where she’ll execute outreach strategies to engage our clients in activities that build and secure wealth. This extends to directing clients to the right specialists and educational resources to help each individual and family achieve their...
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For women only: Talk it up, team up and take control of your wealth

July 2, 2018
Our youngest client is a 13-year old teenage boy who is saving and investing money earned from a lawn mowing business. His mother and a friend brought in their homeschooled children to us to complete an economic unit on investing. While the students came to our office to learn, it’s the mothers that drove them...
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Neutralizing the retirement tax

June 28, 2018
For decades, Americans saved. By 2017, the personal savings rate had dwindled to 2.4% in the United States. With long-term savings in decline, fewer Americans are set to maintain their current standard of living in retirement. For the Tax Foundation, author Erica York explains one reason is that the tax code favors consumption over savings. Consumption is taxed...
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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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