WWMFinancial

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So far WWMFinancial has created 24 blog entries.

Proactive Wealth Process – Second Quarter 2014

This quarter we are focusing on behavioral investing.  Each quarter as we focus on a different topic, we will provide you information and opportunities for further discussions.Please check out this ShaveMagazine.com article.   http://www.shavemagazine.com/finance/Overcoming-Behavioral-Investing   This article may be insightful and be very pertinent to you. loan personnel unsecured Let us know. Otherwise, please feel [...]

By | June 25th, 2014|Blog|0 Comments

Real Estate or Stocks? WWM Financial Answers the Big Question on ESPN Radio

WWM Financial featured on 1700am ESPN Radio WWM Financial is an SEC-registered Investment Adviser

By | May 30th, 2014|Blog|0 Comments

NLP and Investing – Save the Date: Thursday, June 12

Behavioral psychology has more to do with how a person fares in the stock market (and all other markets) than actually how well the investment itself does. Study after study confirms that investors, as a whole, do significantly worse than the investments. Why? Come find out the science behind why the general investing public makes [...]

By | May 29th, 2014|Blog|0 Comments

WWM Financial Giving Back! Click here to see photos of Powerful Women with Powerful Tools

Kerry and Jodi of WWM Financial volunteering at a Habitat for Humanity project. Kerry Harmon and Jodi Mills from WWM Financial participated in Women Build 2014. During the first week of May 2014 in Imperial Beach, women from all over San Diego came together, swinging their hammers, so families can live in safe, decent, [...]

By | May 23rd, 2014|Blog|0 Comments

Navigating Through a Small Cap Growth Stock Debacle

PATIENCE & PROCESSBy Vincent StefanoMay 8, 2014 Since the beginning of March investors have sold small-mid capitalization growth stocks and deployed that investment capital into more value-oriented larger capitalization ones.  As a result, over this same period smaller stock indices like the Russell Growth and NASDAQ have significantly underperformed the Dow Jones Industrial Average and S&P [...]

By | May 8th, 2014|Blog|0 Comments

Click here to see the Savvy Women “Invest on Purpose” photos!

Welcome Savvy Women! Kerry and Catherine preparing for our Savvy Women "Invest on Purpose Seminar" Our most recent Savvy Women class. Savvy Women "Invest on Purpose"  300 payday loan no teletrack Revealing your Strengths as a Woman to Accomplish MORE with Your Money. You've spent a lifetime using your strengths [...]

By | May 6th, 2014|Blog|0 Comments

Volatility Vortex

Vince Stefano, Portfolio Manager WWM Financial During the past 6-9 months ending in February of this year, the vast number of technology, retail and healthcare stocks in our New Innovations Portfolio, especially biotechnology, surged to all-time highs.  Momentum built among high frequency traders as they continued their buying spree, regardless of market or stock price [...]

By | April 14th, 2014|Blog|0 Comments

2015 Five Star Professional program

Five Star Wealth Manager Catherine Magana represents the best of what WWM Financial stands for.  She leads WWM in its focus on women’s finances through our “Savvy Women Invest on Purpose” educational series. WWM assists widows, divorcees, woman changing careers and spouses wishing to learn about financial matters. Team approach to financial advice [...]

By | April 4th, 2014|Blog|0 Comments

WWM Financial, Welcomes Jodi Mills, Administrative Assistant

WWM Financial is extremely pleased to welcome Jodi Mills as an Administrative Assistant to the firm.  Jodi joined WWM Financial in a support role in April 2013. She is currently responsible for administrative duties for the firm supporting both the compliance department and the advisory department.Payday Loan With Direct Lender Only

By | September 19th, 2013|Blog, News|0 Comments

WWM Financial, Welcomes Vincent Stefano, Portfolio Manager/Financial Advisor

WWM Financial is growing!! We are extremely pleased to welcome Vincent Stefano to our firm. Vince has been in the financial services business since 1983, most recently working for Crowell Weedon. Vince has been managing stock portfolios for many years, and we are excited that he is managing a “New Innovations” portfolio of individual stocks [...]

By | September 19th, 2013|News|0 Comments