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Q&A: What are we building for the future?

March 6, 2019Jeff Wambolt
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....
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3 Tips for Targeting Reluctant Trout

March 4, 2019Peter Stitcher
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...
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Markets care about the debt ceiling, so should investors

February 28, 2019Cindy Alvarez
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...
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Passing on wealth that lasts

February 21, 2019Wambolt Team
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...
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Fiduciary, the gold standard for money management

February 19, 2019Greg Wambolt
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...
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Equities wild ride: What’s behind the January rally?

February 14, 2019Cindy Alvarez
Equities have their best January since 1989. If you missed the rally, did you miss out on the 2019 gains? January results posted the best beginning of any year since 1989. It’s a dramatic reversal from what was the worst December since 1931. If you missed the rally, did you miss out on the 2019...
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IRS Waives 2018 Penalty For Not Withholding Enough

February 11, 2019Wambolt Team
The IRS announced some good news for certain taxpayers. It is waiving underpayment penalties for certain taxpayers whose 2018 federal income withholding and estimated tax payments fell short of total taxes owed for the year. The estimated tax penalty will be waived for those taxpayers that have at least paid 85 percent of their total tax liability through withholdings and...
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Income taxes on the top 0.1 percent weren’t much higher in the 1950s

February 6, 2019Wambolt Team
Originally written by Erica York for the Tax Foundation Lawmakers’ plans to increase taxes on the wealthy range from higher marginal income tax rates to wealth taxes. Erica York for the Tax Foundation demonstrates through historical tax data that neither may work for several reasons, including the higher the tax rate, the greater the tax avoidance. Key...
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In perspective: Economic cost of government shutdowns

January 31, 2019Wambolt Team
The latest partial-government shutdown has been long, and while on reprieve now, may not be laid to rest until a more permanent funding bill is passed by Congress. A shutdown occurs when Congress fails to pass or the President refuses to sign legislation funding federal government operations and agencies. The most recent shutdown occurred Dec....
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The commentary on this website reflects the personal opinions, viewpoints and analyses of the Wambolt & Associates employees providing such comments, and should not be regarded as a description of advisory services provided by Wambolt & Associates or performance returns of any Wambolt & Associates Investments client. The views reflected in the commentary are subject to change at any time without notice. Nothing on this website constitutes investment advice, performance data or any recommendation that any particular security, portfolio of securities, transaction or investment strategy is suitable for any specific person. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. Wambolt & Associates manages its clients’ accounts using a variety of investment techniques and strategies, which are not necessarily discussed in the commentary. Investments in securities involve the risk of loss. Past performance is no guarantee of future results.

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