Financial & Investment News and Updates

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.”–...

Wambolt & Associates: A Family Office for Many Families

September 18, 2022Cindy Alvarez

By Cindy Alvarez & Bob Newkirk A traditional “family” office provides comprehensive investment, tax, estate and other services to achieve long-term financial goals, including passing on wealth to future generations. Providing all these services is expensive, and to justify an office focused on a single family may require wealth possessed by very few. However, a...

A Recession By Any Other Name?

August 1, 2022Cindy Alvarez

By Cindy Alvarez & Bob Newkirk “There is no Ground Hog Day, when all the economists come out from the tunnel and declare the recession is over. They have a retroactive, seasonally-adjusted Ground Hog Day.”– Peter Lynch The recent debate about whether the economy is or is not already in a recession can be a...

Receding Tides and Drowning Fools: The Demise of Day Traders

July 22, 2022Cindy Alvarez

By Cindy Alvarez & Bob Newkirk “The trend is your friend … until the end when it bends.”– Ed Seykota Day trading by individual investors grew substantially during the pandemic. People stayed at home, spent more time online, and, in some cases, had additional funds to spend. These effects encouraged day trading, as did the...

Know Thyself in Down Markets: Accepting Losses for Future Gains

June 20, 2022Cindy Alvarez

This article was written before stock indices moved into a bear market rather than a correction.However, the same principles presented continue to apply. “In investing, what is comfortable is rarely profitable.”– Robert Arnott The market declines this year are painful. However, these types of declines are surprisinglyfrequent. Understanding how to respond to market corrections is...

4 Questions to Ask Yourself About Your Estate Plan

May 27, 2022Lori A. Holland, CPA

“If You Fail to Plan, You are Planning to Fail” – Benjamin Franklin No one ever plans to fail; it is never intentional. We do not launch initiatives with failure inmind. Instead, we seek success. When we start a business, make an investment, or take on anew venture – retirement, parenthood, or a cross-country move...

Will the Fed’s Inflation Fight Cause a Recession?

April 20, 2022Cindy Alvarez

“The four most dangerous words in investing are: this time it’s different.”– Sir John Templeton Speculation about a potential recession has been prominent in recent financial reporting. The goodnews is that multiple elements of the U.S. economy are healthy and provide an economic tailwind forthe future. The bad news is that actions by the Federal...

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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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