When it comes to charity, many Americans have been able to “give ‘til it hurts” — knowing the pain would be only temporary. Barry Bridges for Bankrate writes taxpayers could write off the donations on their next tax return. However, changes ushered in by the 2017 Tax Cuts and Jobs Act could make the process less comfortable....

It’s tax season and many taxpayers and CPAs, including our own John Seevers and his team, are working overtime to answer client questions before tying up and turning in their 2018 tax returns. This year was more challenging than most with new and revised tax laws taking effect for the first time. The IRS is...

Join us in welcoming seasoned financial management advisor Kelly Fraser to the team! Wambolt & Associates is pleased to announce that Kelly Fraser has joined the advisory team as a Senior Wealth Management Advisor. Kelly has over 18 years of investment advising experience serving clients in the financial services industry. She has a strong portfolio...

The Federal Reserve hit pause on rate hikes in January. Consumers adjusted their inflationary expectations in February. Will this change in course continue?  The Fed hit the pause button in January in their steady march to increase rates. With inflation remaining near the Fed’s 2 percent goal, the Fed indicated the case for raising rates was...

With the market entering bear territory in 2018 and a projected economic slowdown in 2019, the new year might bring some unwelcome challenges to freelancers and independent contractors, who rely on project-based work to pay the bills. In a bear market, falling stock prices and pessimism can create fear, causing financial ripples throughout the free...

Over the last 30 years, Greg has met with clients and their families countless times, preparing them for change, outlining potential options, and helping guide sound financial decisions. This dedication has grown the firm to what it is today, a dynamic, innovative and forward-looking wealth management firm inextricably linked to the goals of its clients....

The following content is part of our Fly of the Month Club. This article is written by Peter Stitcher from Ascent Fly Fishing. We have all had days on the water when the fish just don’t want to cooperate. We’ve sampled the water, matched the hatch, and even after tying on all of our tried...

A timely debt ceiling deal is the best bet for stable markets. With another partial government shutdown narrowly averted in February, the next federal spending challenge for Congress is already at hand. March 2, 2019 is the deadline for Congress to act on lifting the debt ceiling. The debt limit was suspended by the Bipartisan Budget Act...

Seventy percent of wealthy families lose their wealth by the second generation, and 90% by the third. It’s time to buck the trend. Your offspring are likely hungry for information on good money-management skills from you or the financial advisor you use. Yet few teens and adult-children are asking for it, creating a fiscal divide...

Identify which type of money manager is driving the investment advice you receive, and whether it’s the best fit for you. What type of money manager are you working with? If you are not sure, you are not alone. It can be tough to tell. Money managers can be broken into two broad categories: Registered...