Financial & Investment News and Updates

Is your investor retirement strategy ready for the summit?

May 15, 2018Wambolt Team

As nearly 80 million baby boomers age into retirement, the oft-asked question of “will I have enough” naturally segues into “how can I stretch out what I’ve saved.” When expectations aren’t matching reality, though, your investor retirement strategy may need an overhaul. A mismatch is what many Americans now face and its impacting when they...

Coming clean with offshore bitcoin transactions

May 11, 2018Cindy Alvarez

Avoiding taxes by hiding money or assets in unreported offshore accounts is on the Internal Revenue Service’s “Dirty Dozen” tax scams for 2018. It doesn’t matter if the money parked offshore is real or virtual, the IRS is coming after all global tax dodgers. Identifying and enforcing a U.S. tax regime for a global marketplace built around...

Business Investment Up 39 Percent in Q1 2018

May 8, 2018Wambolt Team

By Erica York, Tax Foundation Business investment in the United States is on the rise. Bloomberg Markets reports that among the 130 S&P 500 companies that have reported results for the first quarter of 2018, capital spending increased by 39 percent—the fastest growth in seven years. An increase in how much businesses are investing is good news, as...

SEP vs. SIMPLE: Which is right for your business?

May 4, 2018Cindy Alvarez

As a business owner, you have options for retirement plans that in most cases, reduce your taxable income. Whether you’re self-employed, or a small business owner with valued employees you want to reward, employer-sponsored IRAs may be a better fit over more complicated 401(k) plans for building nest eggs on a tax-deferred basis. While there are many...

Quiz: Test your knowledge of Q1 economic data points

May 2, 2018Wambolt Team

We get bombarded by economic data every day, so much so that it can be hard to know what matters and when. Take our quiz to see how well you’ve been following some key economic figures during the first-quarter 2018. But data tells only part of the story. Without context and interpretation, data can be...

What does it mean to own a moderately balanced portfolio?

April 26, 2018Cindy Alvarez

Like everything in life, moderation is the key to a long-term investment strategy. But when it comes to reviewing short-term investment rates of return, we tend to become greedy. It’s common for a client to compare their portfolio return to what they see on the news. Last year when the S&P 500 had a banner...

How to Photograph Your Catch Without Harming the Fish

April 25, 2018Wambolt Team

The following content is part of our Fly of the Month Club. This article is written by Peter Stitcher from Ascent Fly Fishing. We take pictures of the fish we catch because we want to share the moment with our family and brag to our fishing buddies. Instagram and Facebook, however, are regrettably full of...

Is the shine coming off of bitcoin?

April 19, 2018Cindy Alvarez

Always prone to wild price swings, speculation turned south on bitcoin in the first quarter of 2018. Where it goes from here is unknown. On February 2, 2018, CNBC.com reported three bitcoin skids amid a broad cryptocurrency sell-off. The quarter-end brought further disheartening news of bitcoin hitting its worst first quarter in history with over $119 billion wiped from...

U.S. Tariffs lead to talk of trade wars and the growing trade deficit with China

April 13, 2018Cindy Alvarez

Markets have been rattled this Spring as talk of a looming trade war between China and the United States added to market volatility. In March, the Administration announced $60 billion in tariffs for Chinese imports, with a detailed list of products to be further identified by the Commerce Department. China threatened to retaliate by imposing...

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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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