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Jared Hobson: A Discerning Eye for Investments

September 19, 2023
With round-the-clock access to reports from financial prognosticators, podcasters, and Wall Street pundits, it takes a discerning eye to identify advantageous investments. Enter Chartered Financial Analyst Jared Hobson, newly hired by Wambolt & Associates as the firm’s Senior Portfolio Manager. “In this day and age, the amount of information generated about the economy and securities...
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Global Business Group Recognizes Greg Wambolt’s Leadership

August 24, 2023
Coaches of winning teams understand that success is not only defined by a strong track record, but also by sustaining a culture that promotes collaboration and innovation. To become a champion in any field, teams need a leader who embraces the evolution of the game and creates a roster ready for the challenge. As coach...
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Janelle van Meel: An Investment Researcher and Relationship Manager Driven by Accountability

July 31, 2023
When she wanted to pursue a career opportunity with a firm that offered a client-driven approach to wealth management, Janelle van Meel did what she does best – she researched the market and found a perfect match – Wambolt & Associates. After reading about the firm and learning that its advisors help clients design customized...
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Eleni Yeros: An Emerging Leader with Enthusiasm

June 20, 2023
For Eleni Yeros, wealth management advising is anything but transactional. It’s all about relationships, education, problem solving and collaboration. “I love creating a financial blueprint that brings something fresh to a client’s eyes,” she said.Eleni has been inspired to help clients reach their financial goals since beginning her Wambolt & Associates career as an intern in...
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Regina Franz: A Team Player Who Covers the Bases

May 19, 2023
Every good business, like every good baseball team, has an exceptional utility infielder who covers all the bases and is a go-to for the team. Meet Wambolt’s Director of Operations Regina Franz. Whether training the administrative and junior associates teams, counseling a client, or assisting a wealth management advisor, Regina is a reliable team player in the...
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Private Markets: What, Why & How

April 1, 2023
By Will Michener & Bob Newkirk “Know what you own, and know why you own it.”– Peter Lynch Markets have been unsettled for over a year. Inflation persists. Economic uncertainty remains. Federal budget deficits climb and may drive future tax increases. Stock and bond values have fallen simultaneously, a rarity. (See The 2022 Bear Market:...
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Wambolt Welcomes Shaun Cavanagh: A Financial Strategist with a Heart for Service

March 23, 2023
By Cindy Alvarez & Cindy Lempke “Whether planning for retirement or trying to send their kids to college, financialplanning can be stressful. I want to help families articulate and meet their goals.”– Shaun Cavanagh For Shaun Cavanagh, wealth management advising is a perfect intersection of his interests: analyzing the markets and advocating for clients. Wambolt...
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Bonds are Hot…? Part 2: Bond Strategies

February 3, 2023
By Cindy Alvarez & Bob Newkirk “Every portfolio benefits from bonds; they provide a cushion when the stock market hitsa rough patch. But avoiding stocks completely could mean your investment won’t growany faster than the rate of inflation.”– Suze Orman In our first installment of this two-part series, we reviewed basic terminology and historical returns...
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Bonds are Hot…? Part 1: Yields, History & Inversion

January 24, 2023
By Cindy Alvarez & Bob Newkirk Capital efficiently and frequently flows between bonds and stocks. It pays to keep an eye on yields offered by these markets. – Naved Abdali For many of the past 15 years, bonds provided returns both relatively low and relatively safe.A low inflation and low interest rate environment made stocks...
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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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