Depending on the services they receive from REDW Wealth, our clients know the people they work with: their Relationship Manager, Analyst and Tax Preparer. But they also wonder about the other members on the REDW Wealth team, and what they do. This issue of Capital Conversations will highlight all of the team members of REDW Wealth and their roles. Read more. Read More

REDW Wealth LLC, an SEC-registered investment advisory firm subsidiary of REDW LLC, is pleased to announce that it has received a recognition from the accounting and financial services industry. Read more. Read More

August 2019 has certainly been a volatile month, with the market falling about 3% in one day on August 14. Two items have dominated the headlines – trade and the inverted yield curve. Read more. Read More

In our last newsletter, we discussed the importance of ethics as a safeguard of the trust necessary to a free market economy. Recently, the role the largest technology companies play in our society has come under scrutiny, and we are beginning to assess the responsibilities they have to our society. Read more. Read More

In the June 2018 issue of Planning Matters, we did a deeper dive into a colorful visual aid that outlines the breadth of wealth management and planning services offered by REDW Wealth, LLC – our “Universe of Financial Advice, Planning and Wealth Management” map – which shows the wide scope of planning services we offer in four primary planning areas: Business Planning, Estate Planning, Retirement Planning and Investment Planning or Asset Management. ... In this issue, our focus is on the role of Strategic Tax Planning and what it means in the lives of our clients.Read more. Read More

Estimates are that older Americans lose approximately $2.9 billion a year to a growing assortment of financial exploitation schemes and frauds, according to the 2019 Fraud Book recently released by the U.S. Senate Special Committee on Aging. Criminals, foreign and domestic, are targeting seniors with the goal of depriving them of their savings, including retirement savings. Over the years, a number of our clients have asked that question and been surprised at the answer. Read more. Read More

The CFA Society of New Mexico recently hosted a fireside chat by Andrew Fastow, the former CFO of Enron. Mr. Fastow began the time by acknowledging that what he did was wrong, unethical, and illegal. He also took full responsibility for his actions and apologized.

For the rest of his talk, however, Mr. Fastow did not focus on Enron, but rather the way we work to rationalize questionable behavior. Mr. Fastow led us through a few thought exercises that might appear to be unethical, but upon further examination and with a little more information were actually examples of routine business practices. Read more. Read More