Financial & Investment News and Updates

Markets hold on to early highs through Q2 2019

July 5, 2019Wambolt Team

In a bull market that has surpassed 10-year expectations, stocks ended Q2 2019 in the best shape since 1997. This performance is despite expected Fed rate cut and continuing trade animosity between the U.S. and China. The S&P 500 climbed to new highs of 17% in the first half of 2019. The Dow Jones Industrial Average trailed...

Offset financing versus traditional mortgages: Which is right for you?

June 27, 2019Wambolt Team

Offset financing allows accountholders to use extra income to pay down their mortgage sooner and reduce net interest payments over the life of the loan. But it’s the right instrument for only certain borrowers. For the right person or family, offset financing for a home mortgage might make sense. But who is this person or...

Women, Wealth & Wisdom: Preparing to Receive Responsibly

June 4, 2019Cindy Alvarez

Family wealth is about more than money. It’s about aspirations, expectations, values, and legacies. It can be an emotional topic, bringing out the best in some and the worst in others. And when wealth transfers hands, discord and conflict can irrupt in even the closest of families. An estimated $30 trillion will change hands over...

Seeking “unbiased advice” in a crowded field

May 31, 2019Wambolt Team

The Securities and Exchange Commission adopted Regulation Best Interest on June 5, 2019. The regulation addresses the standard of conduct for broker-dealers and is designed to up the litmus test on the types of recommendations broker-dealers can make to their retail clients beyond existing suitability obligations. It falls short of subjecting broker-dealers to the highest...

Tips & Tactics for Fly Fishing During Runoff

May 24, 2019Wambolt Team

The following content is part of our Fly of the Month Club. This article is written by Peter Stitcher from Ascent Fly Fishing. April Showers bring May flowers, but they also can make spring fly fishing a serious challenge! Much of the Western United States received an exceptional amount of snow this past winter, exceeding...

IRS issues more guidance on investor tax breaks in opportunity funds

May 22, 2019Wambolt Team

IRS issues Q&A, providing more certainty for investors in how, when and what opportunity zone investments are eligible for tax breaks. Along with the Tax Cuts and Jobs Act of 2017 (TCJA) came some generous tax breaks to encourage investment in economically underserved markets. Until now, though, the rules for claiming the tax breaks on...

Tracking trade tension

May 14, 2019Wambolt Team

Trade tensions are escalating at a rapid rate. On May 10, President Trump moved to raise tariffs on $200 billion of Chinese products. Three days later, China retaliated with plans to increase tariffs on a wide range of American goods too, as high as 25 percent, effecting roughly $60 billion in U.S. imports. The same...

The Martian Invasion

May 2, 2019Wambolt Team

The following content is part of our Fly of the Month Club. This article is written by Peter Stitcher from Ascent Fly Fishing. Trout need to see your flies if they are going to eat them. This can be a challenge with traditional fly patterns when the sun starts to sink but the bite remains...

1031 exchanges help investors transition to new investment strategies

April 30, 2019Wambolt Team

Every sale of investment or business property can create a tax liability. This reduces the amount of money available for the purchase of replacement property and can performance temper growth. In 1921, the IRS addressed this problem by setting up a re-investment incentive known as a Section 1031 or “like-kind” exchange. Companies and real estate...

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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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