Financial & Investment News and Updates

Eleni Yeros: An Emerging Leader with Enthusiasm

June 20, 2023Cindy Alvarez

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...

Regina Franz: A Team Player Who Covers the Bases

May 19, 2023Cindy Alvarez

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...

Private Markets: What, Why & How

April 1, 2023Cindy Alvarez

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:...

Wambolt Welcomes Shaun Cavanagh: A Financial Strategist with a Heart for Service

March 23, 2023Cindy Alvarez

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...

Bonds are Hot…? Part 2: Bond Strategies

February 3, 2023Cindy Alvarez

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...

Bonds are Hot…? Part 1: Yields, History & Inversion

January 24, 2023Cindy Alvarez

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...

The 2022 Bear Market: No Place to Hide

December 15, 2022Cindy Alvarez

By Cindy Alvarez & Bob Newkirk “A 10% decline in the market is fairly common—it happens about once a year. Investors who realize this are less likely to sell in a panic, and more likely to remain invested, benefiting from the wealth building power of stocks.”– Christopher Davis For most investors, 2022 might seem like...

Drilling Into Global Markets

November 8, 2022Cindy Alvarez

By Cindy Alvarez & Bob Newkirk “We aren’t addicted to oil, but our cars are.”– James Woolsey Roughly 99% of vehicles in the U.S. run on gasoline or diesel fuel. The price of oil used to produce gasoline and other energy products continues to have a significant effect on the U.S. economy, its corporations and...

Oceans Do No Financial Moats Make

October 1, 2022Cindy Alvarez

By Cindy Alvarez & Bob Newkirk “In Globalization 1.0, which began around 1492, the world went from size large to size medium.In Globalization 2.0, the era that introduced us to multinational companies, it went fromsize medium to size small. And then around 2000 came Globalization 3.0, in which the worldwent from being small to tiny.”–...

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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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