Blog

What is Tax-Loss Harvesting?

“Don’t Let the Tax Tail Wag the Investment Dog” If you are like many investors you have a position or two in your portfolio that you thought had ‘unlimited potential’ but unfortunately have delivered results that are anything but that!  You have most likely pushed them out of your mind but you get a monthly...
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New Fiduciary Rules Impact 401(k) Plans

Over the last few months we have had numerous conversations with our clients regarding the Fiduciary Rule from the Department of Labor (DOL) that went into effect on June 9th.  This rule has certainly created controversy in the Financial Services industry but what cannot be debated is the core focus of this legislation…protecting the individual...
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Wambolt & Associates Team Participates the Colorado Avalanche Avs 5K

On Saturday, October 7th, Senior Wealth Management Advisor Cindy Alvarez and our Administrative Assistant Ashley Schultz participated in the 2nd Annual Avs 5K Walk, Run, Skate in Downtown Denver. It was a chilly morning full of inspiration, camaraderie, and fun, all centered around supporting the Dawg Nation Hockey Foundation. We, the Dawg Nation Hockey Foundation,...
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Trout Smart Series: Brown Trout – Fly of the Month Club

The following content is part of our Fly of the Month Club. This article is written by Peter Stitcher from Ascent Fly Fishing. What is fly fishing if not a childlike game of war? We maneuver and position, count off our successful campaigns in the notches scratched into the cork of our rod, and then...
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Do My Finances Need a Second Opinion?

As your wealth continues to grow so does the complexity and the time required to manage it appropriately. We often hear from high net worth individuals, questioning whether they or the team of financial professionals they have pieced together are truly capable of growing and protecting their wealth going forward. Your financial team should take...
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Equifax Breach Information – How Can I Keep My Identity Safe?

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,...
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Casting and Cocktails – Embracing Fly Fishing in the Culture of Wambolt & Associates

  Here at Wambolt & Associates, we have a deep love for the great outdoors. Fly fishing has been a long-time hobby and passion of our founder, Greg Wambolt. Between the Fly of the Month Club and our guided client trips, fly fishing has become part of the culture here at our firm. Last week we...
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Wambolt & Associates Sponsors Puttin’ for PetAid Colorado Golf Tournament

On Monday, August 28, Wambolt & Associates was honored to be a premier tournament sponsor for the Puttin’ for PetAid Colorado Golf Tournament at Red Rocks Country Club. It was a beautiful (and hot!) day full of friends, camaraderie, and fun, and all centered around our support of PetAid Colorado. PetAid Colorado, a 501(c)(3) not-for-profit...
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July 2017 Newsletter

Wambolt Summer Checklist

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...
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