LIVE YOUR LIFE CONNECTED

Our blog will help you stay up to date with all the latest news at WWM FINANCIAL.

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

WE’RE MOVING…

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 [...]

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

What’s going on with the market?

            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 [...]

By | December 22nd, 2014|Uncategorized|0 Comments

Child Rearing Costs Staggering

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 | September 8th, 2014|Blog|0 Comments