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Jeff Wambolt brings client commitment and acumen to Wambolt & Associates

April 10, 2018
The team at Wambolt & Associates is excited to welcome one of its own into the fold, Jeff Wambolt. Jeff brings 17 years of experience making financial lifestyles better for clients and business owners across the western United States. He has spent years earning peoples’ trust in as little as those few moments it takes to...
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Short-term borrowing rates inch higher

April 5, 2018
By Regina Franz, Director of Operations The Federal Reserve has increased the federal funds rate—what banks charge each other for overnight loans—by a quarter percentage point, pushing consumer and business borrowing rates higher. According to a statement by the Fed’s policy making committee: The economic outlook has strengthened in recent months. The Committee expects that with further...
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Tax reform to increase interest rates, altering course of economic expansion

March 27, 2018
Original article by Stephen J. Entin at The Tax Foundation Stephen Entin, a Senior Follow at The Tax Foundation, recently wrote about the increase in interest rates, likely due to the passing of the Tax Cuts and Jobs Act (TCJA), and drew a number of conclusions: Pro-growth provisions in TCJA are expected to raise returns...
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Fear less, learn more about what’s streaming through your news feed

March 24, 2018
The year 2018 started strong with a tax reform boost on January 1. Since then, the market and economic news has become decidedly more worrisome. To many, it looks like too many pieces are pushing and pulling the economy in different directions, and the result is fear. To fear less, we need to learn more. By...
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Wambolt - Fly of the Month

Trout Smart Series: Rainbow Trout – Fly of the Month Club

March 20, 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 grainy footage was captured on our family’s shoulder-mounted camcorder, technology so old that it’s probably coming back into style. Hopping next to a pond on that Smoky Mountain morning, a kid...
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Chocolate, Wine Pairings and a Plan for the Unexpected

March 13, 2018
Clients and guests joined members of the Wambolt team at the Chocolate Therapist in Littleton, Colorado, for an evening of wine & chocolate pairings. Guests shared savory appetizers from Smokin Fins Grill, while sampling a mix of handcrafted chocolates paired with just the right variety of wines. Each guest also received Wambolt’s Survivorship Planning Guide....
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Charitable Giving in 2018 takes on a New Look

March 9, 2018
By John Seevers, Valentine Seevers & Associates | (303) 674-5561 | jseevers@vsaacpa.com | www.vsaacpa.com  The Tax Cuts and Jobs Act (TCJA) changes some rules around itemized deductions that can impact your tax planning for charitable giving. In short, it may require new planning strategies to get the most out of the tax reform. The bad news is,...
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Lawsuits, Bears, and Bad Actors: Make Protecting What You Own a Priority

March 2, 2018
Wealth needs to be protected. But in the wealth management arena, the term “asset protection” has different meanings and uses as it shores up capital against various threats. All lead to the same result, though: an asset protection plan that protects your hard-earned capital from bad actors in our litigious society. While the majority of...
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Is Your Estate Plan Obsolete in Wake of Recent Tax Legislation?

February 23, 2018
By John Seevers, Valentine Seevers & Associates | (303) 674-5561 | jseevers@vsaacpa.com | www.vsaacpa.com Recently enacted tax reform measures in the Tax Cuts and Jobs Act (TCJA) reduce individual and corporate tax rates, eliminate a host of deductions and credits, enhance other breaks and make numerous additional changes, some of which could impact your wealth portfolio. Gifts...
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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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