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 [...]
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 [...]
We had a wonderful morning at the Carlsbad Chamber of Commerce First Friday Breakfast. Art Barter, Servant Leadership was an amazing speaker.
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 [...]
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.
personal loan lexington ky We are excited to tell you that we are relocating our office on July 24, 2015. We will be closing at 1:00pm PT for the move. We will re-open on Monday July 27, 2015 @ 6:30am PT in our new location. Please see new address below. Phone numbers and email address [...]
payday loan lenders 100 acceptance There’s good news and bad news. If you have filled up your gas tank lately, you already know the good news. Due to the drop in oil prices, gasoline has gone down to levels we haven’t seen in several years. The bad news is [...]
Start 529 Plan Early Ok, this is probably not news to anyone who has children, but it is darn expensive to rear them. The U.S. Department of Agriculture recently released the actual facts and figures in its “Expenditures on Children by Families, 2013” report. How does $245,340 sound to you? That’s what it costs to raise [...]
By Steve Wolff The markets have returned to volatility lately. Every time the market looks like it’s headed down, we see people on TV start predicting that this is the start of a down market. So here is how we see things right now. First, the stock market has not had a big correction for [...]