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...

The United States Department of Agriculture tracks a diverse basket of food prices each month in order to determine where price changes might affect consumers and their eating habits. No matter what age or demographical group an individual may belong to, food prices are a significant component of all household expenses. For the period from...

Macro Overview A tightening of presidential polls added to market ambivalence as uncertainty regarding what fiscal and regulatory policy changes might affect the economy and markets. The outcome of the U.S. elections is considered by many to be a primary determinant of how the rest of the year could evolve. Fiscal policy has now become...

Stung by recent memories of hooks and well-trained by months of catch and release fishing, fall and winter trout are leery of anything that looks out of place and often become shy of lead weights and heavy tippets.  In preparation for the slim pickings of the winter and guided by their instinct to conserve calories,...