Posts Categorized: Wealth Management
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

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

A Budget-Friendly Solution to Your Health Insurance Needs & 401k Fiduciary Responsibilities
REDW Wealth | October 16, 2020

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