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Lessen the tax bite for a fuller retirement

May 24, 2018Wambolt Team
Taxes are by far the largest cost that most households face. Over time, that cost can be a drag on income and assets available when retirement rolls around. Being tax efficient as you squirrel away funds now and throughout retirement can lessen the tax bite. Tax efficiency is important to affluent Americans but not all are busy battening...
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Welcome Kara Fontaine to the Wambolt Family

May 22, 2018Wambolt Team
The newest friendly face at Wambolt & Associates is Kara Fontaine! Kara’s welcoming personality is perfectly complemented by a performance-driven work ethic. You’ll see her hard at work keeping all aspects of the office running smoothly, from client communications and in-person visits to technology support. Part of Kara’s job is to anticipate what comes next....
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Tech-savvy interns join the Wambolt team

May 15, 2018Giulia Silva
New summer interns are now at work at Wambolt & Associates! Being an intern at Wambolt is a two-way learning experience, beneficial to both the intern and the firm. Clients can expect some fresh talent and a new perspective in various areas of the firm, particularly technology. Stop by and introduce yourself to Thomas and...
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Is your investor retirement strategy ready for the summit?

May 15, 2018Wambolt Team
As nearly 80 million baby boomers age into retirement, the oft-asked question of “will I have enough” naturally segues into “how can I stretch out what I’ve saved.” When expectations aren’t matching reality, though, your investor retirement strategy may need an overhaul. A mismatch is what many Americans now face and its impacting when they...
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Coming clean with offshore bitcoin transactions

May 11, 2018Cindy Alvarez
Avoiding taxes by hiding money or assets in unreported offshore accounts is on the Internal Revenue Service’s “Dirty Dozen” tax scams for 2018. It doesn’t matter if the money parked offshore is real or virtual, the IRS is coming after all global tax dodgers. Identifying and enforcing a U.S. tax regime for a global marketplace built around...
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Business Investment Up 39 Percent in Q1 2018

May 8, 2018Wambolt Team
By Erica York, Tax Foundation Business investment in the United States is on the rise. Bloomberg Markets reports that among the 130 S&P 500 companies that have reported results for the first quarter of 2018, capital spending increased by 39 percent—the fastest growth in seven years. An increase in how much businesses are investing is good news, as...
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SEP vs. SIMPLE: Which is right for your business?

May 4, 2018Cindy Alvarez
As a business owner, you have options for retirement plans that in most cases, reduce your taxable income. Whether you’re self-employed, or a small business owner with valued employees you want to reward, employer-sponsored IRAs may be a better fit over more complicated 401(k) plans for building nest eggs on a tax-deferred basis. While there are many...
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Quiz: Test your knowledge of Q1 economic data points

May 2, 2018Andrew Jenkins
We get bombarded by economic data every day, so much so that it can be hard to know what matters and when. Take our quiz to see how well you’ve been following some key economic figures during the first-quarter 2018. But data tells only part of the story. Without context and interpretation, data can be...
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Balanced Portfolio

What does it mean to own a moderately balanced portfolio?

April 26, 2018Cindy Alvarez
Like everything in life, moderation is the key to a long-term investment strategy. But when it comes to reviewing short-term investment rates of return, we tend to become greedy. It’s common for a client to compare their portfolio return to what they see on the news. Last year when the S&P 500 had a banner...
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