Welcome to the first REDW Wealth Bytes, where we will review the prior week's main economic news and provide some commentary. ISM Manufacturing The first...
Top 5 Economic Developments & Wealth Management Considerations for Tribal Nations
Paul Madrid, CFA®, CFP®, AIFA®It’s no secret to Tribal Nations that the typical recession of the American economic cycle has a significant impact on Indian Country. Looking at current...
Apr 10, 2023
8 Min Read
Thoughts on Investing: After a Very “Full” Year, What to Expect in 2023
REDW Wealth ManagementThe last year was full of many issues and varying levels of uncertainty – and the markets do hate uncertainty. Ukraine, Russia, China, inflation, crypto,...
Jan 24, 2023
12 Min Read
OnDemand: SECURE Act 2.0 — What made it through?
REDW Wealth ManagementKey takeaways: Expanding Coverage and Increasing Retirement Savings SECURE Act 2.0 Highlights Preservation of Income Simplification and Clarification of Retirement Plan Rules Revenue Provisions https://web.redw.com/hubfs/Videos/SECURE_Act_2_-_What_Made_It_Through_-_REDW_Wealth_Management.mp4...
Jan 10, 2023
2 Min Read
REDW Promotes Robert Elzholz to Wealth Management Principal
REDW Wealth ManagementREDW LLC, one of the Southwest’s 10 largest certified public accounting and advisory firms, is proudly announcing Robert Elzholz CFP®, CRPC®, AIF®, AAMS®, has been...
Jan 6, 2023
8 Min Read
Inherited IRA Required Distributions
Christine Papelian, CFP®, CWS®, CDFA®Are you in compliance with the SECURE Act for Inherited IRA Required Distributions? Congressional passage of the SECURE Act in 2019 significantly changed the landscape for retirement...
Nov 15, 2022
9 Min Read
Webinar: Behavioral Biases in Investment Decision-Making
REDW Wealth ManagementHow to Guard Against Emotional Investing in a Bear Market Are you seeing a lot of red lately? Behavior biases for investors in the stock...
Oct 24, 2022
4 Min Read
Cognitive Decline & Your Financial Health
Christine Papelian, CFP®, CWS®, CDFA®At a recent women’s luncheon, REDW Wealth advisors Christine Papelian and Dorine Sanchez explored an uncomfortable but unfortunately very real future for some: cognitive decline...
Oct 11, 2022
10 Min Read
Noise from Sound — Are We in a Recession?
REDW Wealth ManagementLet’s Talk Inflation & the R-Word Presenters: Daniel Yu, CFA®, CFP®, AIF®, Co-Chief Investment Officer and Senior Investment Manager Christine Papelian, CFP®, CWS®, CDFA®, Senior...
Aug 22, 2022
3 Min Read
On Demand Webinar: The SECURE Act 2.0 & Getting Retirement Ready
REDW Wealth ManagementWhat’s on the Horizon for Your Nest Egg? The Securing a Strong Retirement Act of 2022 (SECURE Act 2.0) has morphed into the EARN Act...
Jul 20, 2022
3 Min Read
On Demand Webinar: Back to Basics – The 4 Pillars of Economic Growth & Investment Vehicles
REDW Wealth ManagementInvesting is about participating in economic growth, and money movement is key. In times of economic uncertainty, it’s important to remember the foundational principles of...
Jun 20, 2022
2 Min Read
REDW Wealth Approaches $1 Billion Milestone as #3 New Mexico Financial Planning Firm
REDW Wealth ManagementJune 15, 2022 — REDW Wealth LLC is closing in on the $1 billion mark for Total Assets Under Management (AUM)* in a recent ranking by Albuquerque...
Jun 15, 2022
5 Min Read
Becoming Retirement Ready – Aligning Your Retirement Planning Goals
REDW Wealth ManagementAligning Your Retirement Plan & Goals to Optimize Outcomes Diligently setting money aside in a retirement savings plan, purchasing investments, and paying down your mortgage...
Jun 7, 2022
11 Min Read
On Demand Webinar: Streamlining Your Retirement Goals – Part II: Strategic Tax Planning
REDW Wealth ManagementHow’s It All Going to Work When It’s Your Turn to Retire? Transitioning from a paycheck to living off accumulated investments and retirement plans frequently...
May 9, 2022
3 Min Read
![Wealth Management In-Person Seminar: Rethinking Investments for the Future [Phoenix]](data:image/svg+xml;base64,PHN2ZyB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciIHZpZXdCb3g9IjAgMCAxNDcyIDc3MCIgd2lkdGg9IjE0NzIiIGhlaWdodD0iNzcwIiBkYXRhLXU9Imh0dHBzJTNBJTJGJTJGd3d3LnJlZHcuY29tJTJGd3AtY29udGVudCUyRnVwbG9hZHMlMkZDVlMtUHJvbW90aW9ucy04NC5wbmciIGRhdGEtdz0iMTQ3MiIgZGF0YS1oPSI3NzAiIGRhdGEtYmlwPSIiPjwvc3ZnPg==)
Wealth Management In-Person Seminar: Rethinking Investments for the Future [Phoenix]
REDW Wealth ManagementREDW Wealth is pleased to host this complimentary seminar on “Rethinking Investments for the Future,” presented by Mark Peterson, the Director of Advisor Insights at...
Apr 22, 2022
3 Min Read
Thoughts on Investing: Global Realignment?
Daniel YuIn the first quarter of 2022, inflation and the Russian invasion of Ukraine dominated the headlines. And now, in recent days, news from China has...
Apr 18, 2022
7 Min Read
On Demand Webinar: Streamlining Your Financial Retirement Goals
REDW Wealth ManagementExploring the Universe of Financial Advice – Part II HOW’S IT ALL GOING TO WORK WHEN IT’S YOUR TURN TO RETIRE? Transitioning from a paycheck...
Apr 8, 2022
3 Min Read
On Demand Webinar: Exploring the Universe of Financial Advice – Part I
REDW Wealth ManagementAchieving Your Financial Goals Begins with You As a business owner or an individual, how best can you navigate the vast range of interconnected...
Mar 3, 2022
2 Min Read
Thoughts on Investing: Geopolitical Risk and Markets
Daniel YuAt the time of this writing, Russia has started an invasion of Ukraine. Not discounting the loss of life and our desire for hostilities to...
Feb 24, 2022
5 Min Read
The Federal Reserve is Aiming to Curb Inflation
Robert Papelian, CFA®, CMTA follow up to the February 2, 2022, REDW Wealth Management Webinar, Shifting Federal Reserve Policy & Potential Market Impacts Federal Reserve policy updates have economists...
Feb 16, 2022
6 Min Read
On Demand Webinar: Shifting Federal Reserve Policy & Potential Market Impacts
REDW Wealth ManagementWhat pivots on monetary policy is the Federal Reserve expected to be making in 2022 and what could our potential responses be? In our free, educational webinar,...
Feb 3, 2022
2 Min Read
Thoughts on Investing: First Quarter 2022 – Conglomerates – Dinosaur or Phoenix?
Reese HintonIn 2021 we saw the culmination of a multi-year process where conglomerates massively slimmed down and essentially stopped being conglomerates. In the last few years...
Feb 2, 2022
11 Min Read
On Demand Webinar: 2021 in Review, Embracing Resilience
REDW Wealth Management Examining Market Activity & Economic Themes of 2021 2021 promised to be many things. From the rollout of COVID-19 vaccines and a new presidency,...
Jan 13, 2022
2 Min Read