REDW Wealth | September 3, 2019
Attracting and retaining millennials, the largest segment of today’s workforce, is a priority for companies in one of the tightest labor markets in history. One way to do this is to re-evaluate the company’s benefits—particularly the retirement plan—so that they better align with millennials’ needs and priorities. Read more. Read More
Laura Hall | August 26, 2019
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
Sarah Stevens | August 23, 2019
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
Daniel Yu | August 16, 2019
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
Daniel Yu | July 26, 2019
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
David Cechanowicz | July 2, 2019
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
Laura Hall | May 6, 2019
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
Daniel Yu | April 17, 2019
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
David Cechanowicz | March 31, 2019
he universe of potential Social Security retirement benefit claimants is divided into two groups that are separated by one date: January 2, 1954. All individuals who were born on or after that date are limited to one Social Security benefit claim when it comes time to file for benefits. Married (or formerly married) workers born prior to that date have the potential ability to claim one Social Security benefit while allowing the second, the larger benefit, to grow by up to 32% before claiming it. The first benefit in question is called the spousal benefit and it has a special application for households with claimants born prior to January 2, 1954. Read more. Read More
Laura Hall | February 26, 2019
Have you ever wondered what happens in the background or behind the scenes before one of the professionals at REDW Wealth meets with a client to present and discuss a tax return or financial plan, or quarterly portfolio reports?
Over the years, a number of our clients have asked that question and been surprised at the answer. Read more. Read More