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...

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...

The following content is part of our Fly of the Month Club. This article is written by Peter Stitcher from Ascent Fly Fishing. We take pictures of the fish we catch because we want to share the moment with our family and brag to our fishing buddies. Instagram and Facebook, however, are regrettably full of...

Always prone to wild price swings, speculation turned south on bitcoin in the first quarter of 2018. Where it goes from here is unknown. On February 2, 2018, CNBC.com reported three bitcoin skids amid a broad cryptocurrency sell-off. The quarter-end brought further disheartening news of bitcoin hitting its worst first quarter in history with over $119 billion wiped from...

Markets have been rattled this Spring as talk of a looming trade war between China and the United States added to market volatility. In March, the Administration announced $60 billion in tariffs for Chinese imports, with a detailed list of products to be further identified by the Commerce Department. China threatened to retaliate by imposing...

The team at Wambolt & Associates is excited to welcome one of its own into the fold, Jeff Wambolt. Jeff brings 17 years of experience making financial lifestyles better for clients and business owners across the western United States. He has spent years earning peoples’ trust in as little as those few moments it takes to...

By Regina Franz, Director of Operations The Federal Reserve has increased the federal funds rate—what banks charge each other for overnight loans—by a quarter percentage point, pushing consumer and business borrowing rates higher. According to a statement by the Fed’s policy making committee: The economic outlook has strengthened in recent months. The Committee expects that with further...

Original article by Stephen J. Entin at The Tax Foundation Stephen Entin, a Senior Follow at The Tax Foundation, recently wrote about the increase in interest rates, likely due to the passing of the Tax Cuts and Jobs Act (TCJA), and drew a number of conclusions: Pro-growth provisions in TCJA are expected to raise returns...

The following content is part of our Fly of the Month Club. This article is written by Peter Stitcher from Ascent Fly Fishing. The grainy footage was captured on our family’s shoulder-mounted camcorder, technology so old that it’s probably coming back into style. Hopping next to a pond on that Smoky Mountain morning, a kid...

Clients and guests joined members of the Wambolt team at the Chocolate Therapist in Littleton, Colorado, for an evening of wine & chocolate pairings. Guests shared savory appetizers from Smokin Fins Grill, while sampling a mix of handcrafted chocolates paired with just the right variety of wines. Each guest also received Wambolt’s Survivorship Planning Guide....