At the recent Schwab IMPACT conference in Washington DC, Joe Duran, CEO of United Capital, had a few things to say about clients. According to Diana Britton for Wealthmanagement.com, Duran called clients emotional creatures that want to know if they have the means to live the life they want. For advisors, this means understanding what...

Taxpayers will have the opportunity to save more in 2019 without tax repercussions. In its first increase since 2013, the IRS announced that contribution limits for certain retirement accounts will bump up in tax year 2019. This is good news for the many Americans (46 percent) who believe financial comfort in retirement may be out of reach, according...

When changing jobs, you have a choice: cash out or transfer your retirement funds to a new home. Unfortunately, most employees opt for the former when choosing the latter is almost always a better financial decision. Say this to yourself: retirement funds are for retiring. While it sounds silly, too few people adhere to this...

The following content is part of our Fly of the Month Club. This article is written by Peter Stitcher from Ascent Fly Fishing. One of the main reasons that anglers miss strikes from fish is because there are hinge-points in their line. In a traditional American-style nymphing rig, the fly fisher adds a strike indicator...

Looking back, Q3 was a strong quarter for U.S. stocks. The strong fundamentals of our economy were seen in all three indices during the third quarter, and the equity markets performed well despite concerns over escalating international trade tensions. The Dow Jones Industrial Average led the way in September with a return of 1.97%, and...

Sue and Joe Netzel had been fostering dogs for Safe Harbor Lab Rescue since March 2007. Molly was foster number 57 out of 62 (and counting) Labrador retrievers for the couple, and she stole their hearts from her first ride home. Molly was found in a crowded shelter in Arkansas, transported to Colorado, treated at a...

We started the year with considerable market volatility that stemmed from the threat of tariffs and rising interest rates. While we’ve inched our way back from the early February selloff, the DOW marked the biggest single day selloff yesterday since February, and we are experiencing another selloff today. We’ve suspected all along that the tech...

Welcome to our ongoing series that answers your questions. This week, we asked Greg your question about the fresh faces and young talent seen in the office during the summer months. Here is his answer. Send us your questions at info@wamboltwealth.com. Question: Why does Wambolt welcome interns into the W&A workplace? Answer: For two summers now,...

Seats promoting diversity in the board room may be opening up, state-by-state. The diversity we are referring to is women, who have been under-represented in the executive halls of U.S. public companies. Individual states are taking on the status quo with initiatives to help instill diversification. Most recently, California implemented a minimum number of women...

The federal funds rate picked up another quarter point on Wednesday, September 26, as the Federal Open Market Committee  unanimously approved its third increase of the year to a range between 2% and 2.25%. In a statement released last Wednesday, data reviewed by the Committee indicates a strengthening labor market and economic activity rising at...