Financial & Investment News and Updates

Should I pay off my mortgage?

April 18, 2019Wambolt Team

Most homeowners at some point aspire to own their homes outright. But the math typically does not support paying off a mortgage early. Doing so can deplete your investment account and eliminates mortgage interest deductions. Does that mean you should never pay off your mortgage early? Not necessarily. Whether to do so typically depends on...

Your investment strategy: Index funds vs. Individual security selection

April 11, 2019Wambolt Team

All investments carry risk. It pays to be choosy and mix up your holdings in a diversified portfolio. All investments carry risk. Exposure to loss, and an investor’s appetite for taking chances, influence investment behavior and the design of your investment portfolio. While some investors thrive when the stakes are high, most investors are...

Wambolt in the Community: Dawg Nation steps in to help hockey families in need

April 9, 2019Lisa Wambolt

Dave Repsher, a Flight for Life nurse, was in an Airbus helicopter on a PR flight when it went down in Summit County in 2015. Dave suffered burns to 90% of his body and was given a negative chance of survival based on the severity of his burns. Before Dave awoke after the accident, his...

Checking in on Bitcoin’s rollercoaster ride

April 4, 2019Wambolt Team

Bitcoin, the most popular cryptocurrency in the world, jumped to a four-month high through April 2, briefly breaching $5,000 on the Bitstamp exchange. The 15% climb puts Bitcoin above its lowest selling price of $3,400 in December of 2018 but a far cry below its trading high of $19,783.06 in December of 2017. The jump...

Paint by Number Fly Fishing

March 29, 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. Fear not, your fly fishing therapists from Ascent Fly Fishing are here to bring financial harmony to you and your significant other. With a handful of Sharpie markers and a few key...

Maximize the give and take of charitable giving

March 27, 2019Wambolt Team

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....

How well do you know the tax law changes taking effect for the first time?

March 22, 2019Wambolt Team

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...

Welcome Kelly Fraser, our newest Senior Wealth Management Advisor

March 19, 2019Wambolt Team

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...

Fed and consumers align on inflation expectations

March 14, 2019Wambolt Team

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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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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