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Newsletter

OCTOBER, 2018

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. 

SEPTEMBER, 2018

We are pleased to announce that Jovi Rodriguez has joined the Wambolt Family as a Junior Wealth Management Advisor and Analyst. 

AUGUST, 2018

You would never build a house without a blueprint, right? The same process goes for building a financial plan. Curious how it works and how we make it easy?

JULY, 2018

Lindsey brings her distinct client-advocacy perspective to Wambolt, where she’ll execute outreach strategies to engage our clients in activities that build and secure wealth. 

JUNE, 2018

In June, the Federal Reserve raised its target rate a quarter of a percentage point, the second hike in the federal funds rate this year. Here’s a quick rundown of some additional factors that generally affected the economy in June.

MAY, 2018

New summer interns are now at work at Wambolt & Associates! Being an intern at Wambolt is a two-way learning experience, beneficial to both the intern and the firm. Clients can expect some fresh talent and a new perspective in various areas of the firm, particularly technology.

Balanced Portfolio

APRIL, 2018

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 year, closing out 2017 up 19.5%, a client’s portfolio may have closed out the year with gains of only 11%. Similarly, the markets fell 10% the first quarter of 2018 and the same client’s portfolio may have only fallen by 1%.

MARCH, 2018

The year 2018 started strong with a tax reform boost on January 1. Since then, the market and economic news has become decidedly more worrisome. To many, it looks like too many pieces are pushing and pulling the economy in different directions, and the result is fear.

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