Markets have been rattled this Spring as talk of a looming trade war between China and the United States added to market volatility. In March, the Administration announced $60 billion in tariffs for Chinese imports, with a detailed list of products to be further identified by the Commerce Department. China threatened to retaliate by imposing...

Original article by Stephen J. Entin at The Tax Foundation Stephen Entin, a Senior Follow at The Tax Foundation, recently wrote about the increase in interest rates, likely due to the passing of the Tax Cuts and Jobs Act (TCJA), and drew a number of conclusions: Pro-growth provisions in TCJA are expected to raise returns...

The year 2018 started strong with a tax reform boost on January 1. Since then, the market and economic news has become decidedly more worrisome. To many, it looks like too many pieces are pushing and pulling the economy in different directions, and the result is fear. To fear less, we need to learn more. By...

Clients and guests joined members of the Wambolt team at the Chocolate Therapist in Littleton, Colorado, for an evening of wine & chocolate pairings. Guests shared savory appetizers from Smokin Fins Grill, while sampling a mix of handcrafted chocolates paired with just the right variety of wines. Each guest also received Wambolt’s Survivorship Planning Guide....

Wealth needs to be protected. But in the wealth management arena, the term “asset protection” has different meanings and uses as it shores up capital against various threats. All lead to the same result, though: an asset protection plan that protects your hard-earned capital from bad actors in our litigious society. While the majority of...

Dear Clients and Friends, With the recent Equifax data breach, we want to provide you with some information that will help you and your family protect your identity, data, and assets. We would first like to address how cyber-criminals use stolen data. When it is personal data such as social security numbers, dates of birth,...

Summer is a time for family vacations, trips to the mountains and simply enjoying life. As things slow down, it is an ideal time to do a quick, mid-year financial check-up as we move into the second half of the year. Here are 5 quick items that should only take a few minutes for you...

Spring has sprung…well, besides the ‘typical’ spring snow storm that blew through the front range earlier this month. We hope you are enjoying the extra sunlight, and taking advantage of it to spend some time outside doing what you love.

Like a flashback to the clubs of the 1970’s the Disco Midge is an embodiment of the bright lights and disco balls of that era!  This amazing attractor pattern, when fished in several sizes, can be used to effectively seduce the strike from trout as they aggressively feed on midges.  If you want a go-to...

Building of new single-family houses rose 8.1 percent in September, according to the most recent data made available by the Commerce Department. Yet the annual rate of 783,000 housing starts remains well below the historical average of more than one million new homes per year. While demand is high and enthusiasm for home ownership is...