Financial & Investment News and Updates

Market Volatility Could Pay Off in the Long Run

February 20, 2018Wambolt Team

More Normal Than You Think… After a stellar stock equity market run in 2017, market volatility is back in 2018. While disquieting, market volatility is as old as, well, the markets. And could pay off in the long run. Just last month, we shared with you Katie Stockton’s prediction of a correction or pullback in...

Maximizing Your Fly Fishing Investments

January 26, 2018Lisa Wambolt

The following content is part of our Fly of the Month Club. This article is written by Tom Caprio from 5280 Angler. Just as you have financial advisors that guide your portfolio choices, a fly fishing guide can help you make the most of your investment of fishing gear and time. Where is the Best Return:...

Please Welcome Our Newest Employee, Giulia Silva

January 25, 2018Lisa Wambolt

As a recent graduate of CU Boulder, majoring in both Finance and Accounting, Giulia joined our team this month as a Financial Paraplanner. However, she has been a part of the team since 2016, spending two summers with us as an intern. Her forward thinking and fresh, young perspective will bring a wealth of knowledge...

Taxes – Is Your Current Solution REACTIVE or PROACTIVE?

January 11, 2018Wambolt Team

New Year’s Resolutions. Everyone is talking about them. Have you made yours yet? According to data provided by Statista, 50% of all New Year’s resolutions each year are focused on finances. The majority of these resolutions focus on making or saving more money. What if you could do both by making one strategic change? Take a...

Should I Buy Bitcoin?

December 21, 2017Wambolt Team

Wall Street certainly loves a winner and a great story. This year the markets have presented many compelling stories with impressive returns from both domestic and international equities. Throughout the last few months we have received numerous inquiries about Bitcoin, as it has been dominating headlines with amazing returns. You would have to be almost living under...

Mutual Fund Performance – Are Yours Delivering?

December 13, 2017Wambolt Team

Would you invest your hard earned money into something that historically underperforms the market? Chances are you would laugh at such a question. Who wants to buy anything that has a long-term history of not performing well compared to a benchmark? According to statistics from the Investment Company Institute, over 95.8 million individuals currently own...

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

December 6, 2017Wambolt Team

The following content is part of our Fly of the Month Club. This article is written by Peter Stitcher from Ascent Fly Fishing. It was a beautiful day on the lake. The kids were splashing happily in the shallows while dad lazily cast a dry fly from the dock. Little did they know there was...

Don’t Let F.A.N.G. Stocks Bite You

November 30, 2017Wambolt Team

“Don’t confuse brains with a bull market” is a famous investing quote credited to Humphrey Neill, the ‘Father of Contrarian Analysis’. We currently find ourselves in a bull market that has been running for more than 8 ½ years, the second longest in the history of the S&P 500. Historically, conditions like this create a level...

What is Your Benchmark?

November 22, 2017Wambolt Team

The 4th quarter is when most investors start to look at their portfolios and gauge how they have done for the year. The issue that many face is what should they use as a benchmark to compare their performance? We often hear people using the data that is shared on the nightly news, newspapers or...

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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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