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Are you taking full advantage of the evolution of the Investor Experience?

December 19, 2019
By Kelly Fraser – Senior Wealth Management Advisor Over the last 2-3 decades, the investor experience has been almost completely reshaped. As pensions have become a rarity, access to investment markets have become dramatically democratized. Investors are now far more responsible for meeting their retirement goals and have become increasingly aware of the need for...
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How to Tie & Fish a Heads-Up (Eye-to-Eye) Fly Fishing Rig

December 5, 2019
The following content is part of our Fly of the Month Club. This article is written by Peter Stitcher from Ascent Fly Fishing. I still remember the first time I saw someone tie on a dry fly with a nymph dropper hanging off the curve of the hook – I thought my head was going to...
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Wambolt’s Trifecta Holiday Drive

November 12, 2019
‘Tis the season to give Thanks! At Wambolt & Associates, our team is looking forward to sharing some abundance with many local men, women and children in need. If you’re looking for a meaningful way to give back to people in our community that could use a ‘hand-up’, please consider stopping by.
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Schedule your retirement savings: Did you start saving early enough?

October 12, 2019
Savings for retirement starts when workers start their career, right? Not so for a significant portion of U.S. adults. Only 4 out of 10 adults started saving for retirement in their 20s, according to a recent report from Morning Consult. Half of adults between 18 and 34 are not saving for retirement at all.
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Who’s in charge of the big picture?

September 5, 2019
When life takes a left turn - and time and knowledge are in short supply - who’s in charge of your big picture? A case study in what it looks like to be a member of the Wambolt family.
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Women, Wealth & Wisdom: ReWIRE your retirement planning for one

August 15, 2019
Retirement planning today may look different for women than men, regardless of marital status.     By Cindy Alvarez – Senior Wealth Management Advisor Married women traditionally had been better off in retirement than single women, and two-earner households have fared best of all. But several trends demonstrate that the retirement prospects for married and single...
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Business Value Denver

Your business, your financial dreams: Get a handle on both with an informal valuation

August 12, 2019
Track the estimated value of your—or your client’s—business with an eye to the good life when that business is sold or transferred. For many business owners, the health of their business and their personal finances are intermingled; the more they’ve invested personally in the business, the greater the blend. It’s not uncommon to run across...
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The Advantages of Fly Fishing with Fluorocarbon

July 26, 2019
The following content is part of our Fly of the Month Club. This article is written by Peter Stitcher from Ascent Fly Fishing. Not all tippet and leader are created equal. Monofilament or nylon line has been around since the 1950s and while relatively inexpensive and excellent for fishing dry flies, it has some major...
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Financial terms Americans Google most

July 17, 2019
A new survey by TermLife2Go found that income tax, insurance and mortgage were among the top financial topics searched on Google, with income taxes topping the list. The survey isolated financial terms people use by location. Popular search terms varied by state. Here in Colorado, the term “mortgage” was the top inquiry, similar to Arizona, Utah, and...
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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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