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Maximize the give and take of charitable giving

March 27, 2019Jerry Nichols
When it comes to charity, many Americans have been able to “give ‘til it hurts” — knowing the pain would be only temporary. Barry Bridges for Bankrate writes taxpayers could write off the donations on their next tax return. However, changes ushered in by the 2017 Tax Cuts and Jobs Act could make the process less comfortable....
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How well do you know the tax law changes taking effect for the first time?

March 22, 2019Jerry Nichols
It’s tax season and many taxpayers and CPAs, including our own John Seevers and his team, are working overtime to answer client questions before tying up and turning in their 2018 tax returns. This year was more challenging than most with new and revised tax laws taking effect for the first time. The IRS is...
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Welcome Kelly Fraser, our newest Senior Wealth Management Advisor

March 19, 2019Jerry Nichols
Join us in welcoming seasoned financial management advisor Kelly Fraser to the team! Wambolt & Associates is pleased to announce that Kelly Fraser has joined the advisory team as a Senior Wealth Management Advisor. Kelly has over 18 years of investment advising experience serving clients in the financial services industry. She has a strong portfolio...
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Fed and consumers align on inflation expectations

March 14, 2019Jerry Nichols
The Federal Reserve hit pause on rate hikes in January. Consumers adjusted their inflationary expectations in February. Will this change in course continue?  The Fed hit the pause button in January in their steady march to increase rates. With inflation remaining near the Fed’s 2 percent goal, the Fed indicated the case for raising rates was...
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Freelancers and independent contractors: Invest, protect and plan for your financial wealth

March 12, 2019Cindy Alvarez
With the market entering bear territory in 2018 and a projected economic slowdown in 2019, the new year might bring some unwelcome challenges to freelancers and independent contractors, who rely on project-based work to pay the bills. In a bear market, falling stock prices and pessimism can create fear, causing financial ripples throughout the free...
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Q&A: What are we building for the future?

March 6, 2019Jerry Nichols
Over the last 30 years, Greg has met with clients and their families countless times, preparing them for change, outlining potential options, and helping guide sound financial decisions. This dedication has grown the firm to what it is today, a dynamic, innovative and forward-looking wealth management firm inextricably linked to the goals of its clients....
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3 Tips for Targeting Reluctant Trout

March 4, 2019Jerry Nichols
The following content is part of our Fly of the Month Club. This article is written by Peter Stitcher from Ascent Fly Fishing. We have all had days on the water when the fish just don’t want to cooperate. We’ve sampled the water, matched the hatch, and even after tying on all of our tried...
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Markets care about the debt ceiling, so should investors

February 28, 2019Cindy Alvarez
A timely debt ceiling deal is the best bet for stable markets. With another partial government shutdown narrowly averted in February, the next federal spending challenge for Congress is already at hand. March 2, 2019 is the deadline for Congress to act on lifting the debt ceiling. The debt limit was suspended by the Bipartisan Budget Act...
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Passing on wealth that lasts

February 21, 2019Jerry Nichols
Seventy percent of wealthy families lose their wealth by the second generation, and 90% by the third. It’s time to buck the trend. Your offspring are likely hungry for information on good money-management skills from you or the financial advisor you use. Yet few teens and adult-children are asking for it, creating a fiscal divide...
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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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