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Taxes – Is Your Current Solution REACTIVE or PROACTIVE?

New Year’s Resolutions. Everyone is talking about them. Have you made yours yet? According to data provided by Statista, 50% of all New Year’s resolutions each year are focused on finances. The majority of these resolutions focus on making or saving more money. What if you could do both by making one strategic change? Take a...
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Should I Buy Bitcoin?

Wall Street certainly loves a winner and a great story. This year the markets have presented many compelling stories with impressive returns from both domestic and international equities. Throughout the last few months we have received numerous inquiries about Bitcoin, as it has been dominating headlines with amazing returns. You would have to be almost living under...
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Mutual Fund Performance – Are Yours Delivering?

Would you invest your hard earned money into something that historically underperforms the market? Chances are you would laugh at such a question. Who wants to buy anything that has a long-term history of not performing well compared to a benchmark? According to statistics from the Investment Company Institute, over 95.8 million individuals currently own...
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Wambolt - Fly of the Month

Trout Smart Series: Brook 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. It was a beautiful day on the lake. The kids were splashing happily in the shallows while dad lazily cast a dry fly from the dock. Little did they know there was...
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Don’t Let F.A.N.G. Stocks Bite You

“Don’t confuse brains with a bull market” is a famous investing quote credited to Humphrey Neill, the ‘Father of Contrarian Analysis’. We currently find ourselves in a bull market that has been running for more than 8 ½ years, the second longest in the history of the S&P 500. Historically, conditions like this create a level...
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What is Your Benchmark?

The 4th quarter is when most investors start to look at their portfolios and gauge how they have done for the year. The issue that many face is what should they use as a benchmark to compare their performance? We often hear people using the data that is shared on the nightly news, newspapers or...
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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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