WWMFinancial

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So far WWMFinancial has created 28 blog entries.

Poetry & Emotion

CERTIFIED FINANCIAL POETRY This is the inaugural episode of our "Certified Financial Poetry" series. Click on the image above to watch the video of Steve's first reading. Poetry and Emotion by Steve Wolff What a difference a week can make, With the market’s give and the market’s take, Last week investors were all in a [...]

By | February 16th, 2018|Uncategorized|0 Comments

What’s Behind the Market Decline

What’s Behind the Market Decline Click on image above for video By Steve Wolff Now for the understatement of the day…volatility has returned to the stock market. Why has the stock market gone down with such force in the last week? I think there are a few reasons. Profit taking. Stocks had run up extremely [...]

By | February 9th, 2018|Market Update|0 Comments

How to Choose a Credit Card

Isn’t it amazing how many credit card offers we get these days, both the old-fashioned kind (through the mail), and the digital kind (through email or Social Media platforms)? Ever tried to read through the legal terms and conditions of these offers? That’s what I thought. Very few people do read through all this incomprehensible [...]

By | January 19th, 2018|Blog, Financial Planning|0 Comments

Your Credit Report and Credit Score

It seems like every time you turn on the TV, someone is trying to “sell you” your credit report or credit score, or trying to help you improve it --- for a small fee, of course. Have you ever actually looked at your credit report? It’s filled with lots and lots of information about your [...]

By | November 22nd, 2017|Blog, Financial Planning|0 Comments

How to Establish a Budget

Ever tried to compile a budget to see how much you spend each month and what you spend it on? It’s a bit tedious, but is definitely worth the effort, especially if you’re spending more than you’re bringing in. You can’t get ahead by saving and investing until you have control of your expenses. So [...]

By | September 22nd, 2017|Financial Planning|0 Comments

Ed and Barbara… Thanks so much for sharing your adventures with us!

By | August 11th, 2017|Live Your Life|0 Comments

Why Invest with a Financial Advisor. Reason #1

Since 1986, when I started as a financial advisor, I have heard many people say they don’t really need an advisor, or they don’t think the money they might pay an advisor is worth the cost. Well one of the reasons we believe that most people should use a financial advisor is investor performance. A [...]

By | June 6th, 2017|Blog, Investing|0 Comments

First Friday Breakfast with the Carlsbad Chamber of Commerce

We had a wonderful morning at the Carlsbad Chamber of Commerce First Friday Breakfast. Art Barter, Servant Leadership was an amazing speaker.

By | June 2nd, 2017|Community Events|0 Comments

Impeachment & Russia, Oy Vey

The economy is good right now. The political scene is challenging. Politics is causing a pullback today in the market. We might see more of a pullback over the next days or weeks. We believe that this will be temporary. We talk a lot about behavior and investor returns. We talk a lot about how [...]

By | May 17th, 2017|Blog, Market Update|0 Comments

Open House

WWM moved to a new location over the summer.  Please join us for an evening of food, drinks and music at our open house on Thursday, October 22nd 2015 from 5:30 p.m. - 8:30 p.m.

By | October 20th, 2015|Uncategorized|0 Comments