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2018 in Review: Resiliency remains

January 16, 2019Wambolt Team
Investor weariness about trade talks, the Federal Reserve, a government shutdown, and global economic growth lingered into the New Year. Despite the turbulent end to 2018, the U.S. economy continues to be resilient into 2019. Unemployment is at its lowest level in 49 years, wage growth is reaching levels not seen since 2009, and consumer...
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Early Opportunity Zone Investments qualify for greater tax savings

January 8, 2019Jovi Rodriguez
IRS proposed regulations and a related revenue ruling clarify the type, timing, and tax deferral provisions for maximizing the tax benefits of a Qualified Opportunity Zone (Zone) investment. The earlier a taxpayer invests in a Zone, the greater potential step-up in tax savings. The IRS issued proposed regulations and a related revenue ruling addressing the...
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Charitable Deductions by State

January 3, 2019Wambolt Team
Originally written by Erica York for the Tax Foundation As 2018 closed earlier this week, many Americans were considering making last minute, end-of-year charitable donations. While the new tax law contains many changes that will impact these decisions, we can look at Internal Revenue Service (IRS) data to gauge how much Americans have deducted for...
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“Simplifly” Your Boxes: Top 20 Colorado Trout Patterns

January 1, 2019Wambolt Team
The following content is part of our Fly of the Month Club. This article is written by Tom Caprio of 5280 Angler Similar to the way some investments have a proven track record of performance year in, year out, there are flies that produce fish time and time again. The financial world is full of variables,...
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Shelby McGuire joins Wambolt team as Wealth Management Advisor

December 27, 2018Wambolt Team
We are pleased to announce that Shelby McGuire has joined our talented team of professionals as a Wealth Management Advisor. “We are very excited to have Shelby on the team,” said Jeff Wambolt, Chief Operations Officer. “Shelby’s genuinely engaging approach creates a rewarding experience for her clients and colleagues.” Shelby has seven years of experience serving...
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Oil prices fall fast: What does it mean?

December 20, 2018Wambolt Team
Oil prices dropped fast in recent weeks, driven largely by fears of growing U.S. output and weaker global demand. The Organization of Petroleum Exporting Countries (OPEC) has resolved to cut output in 2019 in an effort to stabilize oil prices. Global oil prices declined sharply in November, with the domestic benchmark (WTI) falling 22% for the month, the single...
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Take a bite out of your tax bill with tax-efficient solutions

December 18, 2018Greg Wambolt
Creating a comprehensive, tax efficient wealth portfolio is an active exercise that happens year-round.  Tax matters, especially for high-net-worth individuals who could see as much or more than 40% of their estate whittled away by estate taxes without careful forethought. As we approach year-end, it’s a good time to consider the many ways there are...
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Analysts weigh in on market pullback: Stick to your game plan

December 14, 2018Wambolt Team
Many analysts generally link recent market jitters to uncertainty surrounding trade, Fed rate hikes, and global growth prospects into 2019. Of these, the “business cycle is one of the most important drivers of investment performance” (Guggenheim). According to Earnings Insight, analysts see single-digit earnings growth for the first three quarters of 2019, signaling a slowdown...
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Social security payments bumped up for 2019; long-term view less healthy

December 11, 2018Wambolt Team
Social Security recipients are due to receive the largest increase in benefits in seven years. For many recipients, however, the increase in payments will go towards higher Medicare costs. As of September 2018, over 67.6 million Americans currently receive Social Security benefit payments. More than one in four of the adult population in the U.S....
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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.