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Fiduciary, the gold standard for money management

February 19, 2019Greg Wambolt
Identify which type of money manager is driving the investment advice you receive, and whether it’s the best fit for you. What type of money manager are you working with? If you are not sure, you are not alone. It can be tough to tell. Money managers can be broken into two broad categories: Registered...
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Equities wild ride: What’s behind the January rally?

February 14, 2019Cindy Alvarez
Equities have their best January since 1989. If you missed the rally, did you miss out on the 2019 gains? January results posted the best beginning of any year since 1989. It’s a dramatic reversal from what was the worst December since 1931. If you missed the rally, did you miss out on the 2019...
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IRS Waives 2018 Penalty For Not Withholding Enough

February 11, 2019Wambolt Team
The IRS announced some good news for certain taxpayers. It is waiving underpayment penalties for certain taxpayers whose 2018 federal income withholding and estimated tax payments fell short of total taxes owed for the year. The estimated tax penalty will be waived for those taxpayers that have at least paid 85 percent of their total tax liability through withholdings and...
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Income taxes on the top 0.1 percent weren’t much higher in the 1950s

February 6, 2019Wambolt Team
Originally written by Erica York for the Tax Foundation Lawmakers’ plans to increase taxes on the wealthy range from higher marginal income tax rates to wealth taxes. Erica York for the Tax Foundation demonstrates through historical tax data that neither may work for several reasons, including the higher the tax rate, the greater the tax avoidance. Key...
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In perspective: Economic cost of government shutdowns

January 31, 2019Wambolt Team
The latest partial-government shutdown has been long, and while on reprieve now, may not be laid to rest until a more permanent funding bill is passed by Congress. A shutdown occurs when Congress fails to pass or the President refuses to sign legislation funding federal government operations and agencies. The most recent shutdown occurred Dec....
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We Build it Together

January 29, 2019Jackie Mack
The following content is part of our Fly of the Month Club. This article is written by Peter Stitcher from Ascent Fly Fishing. Of the many questions asked by anglers, the most important question is rarely voiced. We routinely ask “What are they biting on?” – “Have you fished that pool?” or “How was your...
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2018 Equity Review: Global markets stumble and slump

January 24, 2019Wambolt Team
The year 2018 ushered in new levels of volatility, which swept both the domestic and international markets. Domestic stocks fared better than international stocks for the year, buoyed by earnings optimism and a strong dollar. Markets around the world struggled earlier, impacted by the ongoing trade war between the U.S. and China, geopolitical issues such...
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2018 in Review: Resiliency remains

January 16, 2019Wambolt Team
Investor weariness about trade talks, the Federal Reserve, a government shutdown, and global economic growth lingered into the New Year. Despite the turbulent end to 2018, the U.S. economy continues to be resilient into 2019. Unemployment is at its lowest level in 49 years, wage growth is reaching levels not seen since 2009, and consumer...
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Early Opportunity Zone Investments qualify for greater tax savings

January 8, 2019Jovi Rodriguez
IRS proposed regulations and a related revenue ruling clarify the type, timing, and tax deferral provisions for maximizing the tax benefits of a Qualified Opportunity Zone (Zone) investment. The earlier a taxpayer invests in a Zone, the greater potential step-up in tax savings. The IRS issued proposed regulations and a related revenue ruling addressing the...
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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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