Thoughts on Investing: A Look Back and Forward (Winter 2020-21)

Daniel Yu | January 18, 2021

One of the most commonly used words in 2020 was “unprecedented.” The COVID-19 pandemic created an unprecedented set of circumstances as massive economic shutdowns worldwide led to a global recession. Read more. Read More

Ross Nettles & Robert Elzholz Earn CERTIFIED FINANCIAL PLANNER™ Certifications

REDW Wealth | January 4, 2021

REDW Wealth, a SEC-registered investment advisory firm subsidiary of REDW LLC, is proud to announce that Ross Nettles, Tax & Investment Manager, and Robert Elzholz, Senior Investment Manager have been awarded CERTIFIED FINANCIAL PLANNER™ certifications by the Certified Financial Planner Board of Standards, Inc. Read more. Read More

Now is the Time to Maximize Lifetime Gifting Options

REDW Wealth | December 22, 2020

IRS interest rates are at an all-time low and federal estate and the total lifetime gift tax exemptions are at a record high – making this an especially opportune moment to take advantage of lifetime gifting options. The experienced team at REDW Wealth is ready to answer your questions or help you develop a plan that aligns with your lifetime gifting options and concerns. Read more. Read More

Monthly Wealth Management Update and Q&A

REDW Wealth | December 1, 2020

Members of the REDW Wealth Investment Committee are hosting monthly webinars to review the current market environment, financial planning topics and tax considerations, as well as answer your questions. Read more. Read More

Bi-Weekly Wealth Management Update and Q&A

REDW Wealth | December 1, 2020

Join members of the REDW Wealth Investment Committee for a bi-weekly webinar series providing Wealth Management Updates and Q&A opportunity, Wednesdays beginning May 13, 2020 at 11:30 am MT. Read more. Read More

Low Interest Rates Enhance Strategies for Trusts, Intra-Family Loans

Paul Madrid | November 4, 2020

For higher net-worth individuals, the current historically low interest rates and depressed asset values make 2020 an ideal time for exploring opportunities to transfer significant amounts of wealth to beneficiaries on very favorable tax terms. Read more. Read More

A Budget-Friendly Solution to Your Health Insurance Needs & 401k Fiduciary Responsibilities

REDW Wealth | October 16, 2020

HHS Provider Relief Funding Guidance from REDW

In June 2019, the Department of Labor revised the rules for 2020 regarding health reimbursement arrangements (HRAs) making it easier and more cost-effective for some businesses to reimburse employees for their medical care expenses. Join REDW Wealth and Daniels Insurance for a joint presentation on budget-friendly solutions for your health insurance needs. REDW Wealth Principal,... Read More

What is a Custodian & What Does the Schwab & TD Ameritrade Merger Mean to You?

REDW Wealth | October 15, 2020

During this short 30 minute webinar, financial advisors from REDW Wealth will be discussing what a custodian does for clients and what role they play in an independent advisor’s relationship. We’ll also discuss what impacts the recently closed Schwab and TD Ameritrade merger will have to clients that entrust their assets to one of these... Read More

Thoughts on Investing: Third Quarter 2020 – The Illiquidity Premium

Daniel Yu | October 8, 2020

Tradeoffs abound in all aspects of life, including investing. With the Federal Reserve and other Central Banks pumping liquidity into the capital markets, rates have fallen and bonds are providing less income than in the past. Investors have begun to look for ways to replace that income stream. Read more. Read More

Smart Charitable Planning: Tax Efficiencies While Doing Good

Paul Madrid | September 30, 2020

Even before the pandemic sent shockwaves through the economy, higher-income earners were directing their attention to charitable planning strategies that offer a double win: They help to improve the world, and provide a tax break for donors. Since the onset of COVID-19, this trend has accelerated. Read more. Read More