Webinar: Making the Most of Your Tribe’s ARPA Funds

REDW Wealth | October 22, 2021

Now that Tribes have received their American Rescue Plan Act (ARPA) funding, they need to figure out how best to spend it in the time allotted. Stash it away in the bank, or invest it? Read more.

Jude V. Gleason Rejoins REDW Wealth as Senior Wealth Advisor

REDW Wealth | October 15, 2021

Albuquerque, NM — October 15, 2021 — REDW Wealth LLC, a SEC-registered investment advisory firm subsidiary of REDW LLC, is pleased to announce the return of Jude V. Gleason, MBA, CFP®, AIF®, to the firm as a Senior Wealth Advisor. A former Chief Investment Officer with REDW Stanley Financial Advisors (now REDW Wealth), Jude rejoined...

Thoughts on Investing: Third Quarter 2021 – Tales from the Crypto (October 2021)

Daniel Yu | October 11, 2021

During the Third Quarter of 2021, China, equity valuations, and the debt ceiling loomed large in the headlines – along with news about the growing evolution of crypto-currencies. As market participants continue to learn more about this relatively new asset class and related investor behavior, it is becoming increasingly important to consider the role these asset types can play in one’s broader portfolio. Read more.

Build Back Better – Proposed Tax Law Changes

REDW LLC | October 7, 2021

REDW and REDW Wealth advisors are monitoring developments for concerned taxpayers and their advisors as Congress considers federal tax code changes to support President Biden's Build Back Better spending plan. Read more.

Monthly Wealth Management Update and Q&A

REDW Wealth | September 22, 2021

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.

Daniel Yu Gains CERTIFIED FINANCIAL PLANNER™ Certification

REDW Wealth | September 3, 2021

REDW Wealth LLC, a SEC-registered investment advisory firm subsidiary of REDW LLC, is pleased to announce that Daniel Yu, Chief Investment Officer, has been awarded CERTIFIED FINANCIAL PLANNER™ certification by the Certified Financial Planner Board of Standards, Inc. Read more.

Financial Advisor Ranks REDW Wealth among Registered Investment Advisors in 2021

REDW Wealth | August 27, 2021

REDW Wealth LLC, a SEC-registered investment advisory firm subsidiary of REDW LLC, is pleased to announce a recent recognition in the accounting and financial services industry. In its 2021 ranking of top U.S. Registered Investment Advisors (“RIAs”), Financial Advisor lists REDW Wealth as #356 by assets under management. Read more.

REDW Wealth Ranked in Top 150 Leading CPA Financial Planners by Accounting Today

REDW Wealth | August 13, 2021

REDW Wealth LLC is pleased to announce that it has again received a recognition from the accounting and financial services industry. Accounting Today lists REDW Wealth among the top 150 firms by assets under management in the Top 150 Firms by AUM by Accounting Today. Read more.

Thoughts on Investing: Second Quarter 2021 – Inflation Revisited and Some Thoughts About the Future (July 2021)

Daniel Yu | July 26, 2021

Following the massive monetary and fiscal stimulus enacted last year, a question on many minds has been when inflation might begin to pick up. The Federal Reserve’s response to the economic recession triggered by the COVID-19 pandemic has included such measures as the lowering of interest rates and the direct purchase of bonds. Unlike during the 2008-2009 financial crises, however, Read more.

Retirement Planning Essentials in Your 60s and Beyond

REDW Wealth | June 23, 2021

If you’re over the age of 60, talking about retirement planning usually elicits one of two emotions: You’re either bordering apprehension or exhilarated about your approaching retirement. Which group do you fall into? REDW Wealth is here to address concerns for both. Read more.