Laura Hall | February 16, 2018
As a wealth management company affiliated with REDW LLC, one of the largest regional CPA firms in the U.S., REDW Stanley Financial Advisors is able to offer our clients an array of financial planning services.
We assist clients in clarifying their vision, goals and objectives for their financial future. We assess and analyze where they are now, and then develop a written strategic plan with specific action steps that can help our clients achieve these goals and objectives and realize their vision.
In delivering financial planning services to our clients, we follow the Four C’s. Read more. Read More
Daniel Yu | February 6, 2018
As we noted in our recent Year in Review newsletter, we expected volatility to increase in 2018, and here in the early days of February 2018 we see that volatility increasing as the S&P 500 has declined more than 5% in the last two days. Many headlines say that the recent decline is due to increased worries over inflation, and how the Federal Reserve will react to unexpected inflation news. While that may be a part of the rationale for there being more sellers than buyers, we tend to think this is a rather weak argument. Although the two main inflation indicators the Federal Reserve uses have been accelerating in recent months, they are not indicating a rapid return of inflation. It seems other reasons exist for the recent downturn. Read more Read More
James Ortiz | February 2, 2018
Colorado began implementation of their use tax notice and reporting requirements on July 1, 2017. Under this law, out-of-state retailers who are not required to collect and report sales tax will now have an obligation to notify customers about their use tax obligations. Read more. Read More
Daniel Yu | January 31, 2018
Like most years, 2017 had its familiar themes and its surprises. On the familiar side, we continued to see the price of oil be relatively stable as incremental increases in demand were easily met with production increases. Economic growth both in the US and overseas continued to improve. The Federal Reserve began its balance sheet reduction program, which was highly anticipated. On the surprise side ... Read more. Read More
James Ortiz | January 24, 2018
On January 12, 2018, the United States Supreme Court made the decision to hear State of South Dakota vs Wayfair Inc., Overstock.com, Inc., and Newegg Inc. In the case, Wayfair, Overstock, and Newegg challenged South Dakota Senate Bill 106, which requires remote retailers with annual in-state sales exceeding $100,000, or 200 separate transactions, to collect and remit sales tax starting April 1, 2016.
The Supreme Court’s decision in State of South Dakota vs Wayfair Inc. will affect state nexus laws for remote sellers across the United States. Read more. Read More
David Cechanowicz | January 3, 2018
One of the cornerstone principals of financial planning is the need to adequately evaluate risks to achieving long-term goals and objectives. Often times that process is referred to as risk management. At its core, the management of “life” risks is often divided into the following: dying too soon, becoming disabled, living too long, or not having enough assets. The foundational product that has been developed to meet the risk of dying too soon is life insurance. Read more. Read More