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....

By John Seevers, Valentine Seevers & Associates | (303) 674-5561 | jseevers@vsaacpa.com | www.vsaacpa.com  The Tax Cuts and Jobs Act (TCJA) changes some rules around itemized deductions that can impact your tax planning for charitable giving. In short, it may require new planning strategies to get the most out of the tax reform. The bad news is,...

Wealth needs to be protected. But in the wealth management arena, the term “asset protection” has different meanings and uses as it shores up capital against various threats. All lead to the same result, though: an asset protection plan that protects your hard-earned capital from bad actors in our litigious society. While the majority of...

By John Seevers, Valentine Seevers & Associates | (303) 674-5561 | jseevers@vsaacpa.com | www.vsaacpa.com Recently enacted tax reform measures in the Tax Cuts and Jobs Act (TCJA) reduce individual and corporate tax rates, eliminate a host of deductions and credits, enhance other breaks and make numerous additional changes, some of which could impact your wealth portfolio. Gifts...