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Tariffs, Taxes and War – Certified Financial Poetry v.4

Watch the video of Steve's Reading by clicking on the following link https://youtu.be/nvoj4uAwDKg or the  image above. Certified Financial Poetry Since taxes are on our minds because Tuesday is the deadline for getting your income tax filed and since the stock market has been jostled around due to talk and tweets about tariffs these days, I am reminded of [...]

By | April 17th, 2018|Certified Financial Poetry|0 Comments

Will The Trump Trade War Sink The Stock Market?

Will The Trump Trade War Sink The Stock Market? So here’s an understatement…there is some real volatility affecting the stock market these days. In the last couple of months, the broader stock market is down around 12 or 13 percent from the highs. And from the beginning of the year the markets are down around [...]

By | April 3rd, 2018|Market Update, Uncategorized|0 Comments

Forget Johny Rivers, Just make a plan Stan

Certified Financial Poetry v.3 This is Steve Wolff, the Certified Financial Poet. I heard this great little kids song called, “Planning Ahead” by the Lolliwinks. Ok, so my taste in music is a little unorthodox, but hey, so is financial poetry. But the song gave me the idea for today’s poetic masterpiece titled:   Forget [...]

By | March 16th, 2018|Certified Financial Poetry, Uncategorized|0 Comments

Gadgets, Gizmos & Good Health – Susan Taylor, Scripps Health (Audio Recording)

Gadgets, Gizmos and Good Health (Audio Recording) By Susan Taylor, Scripps Health At WWM Financial's Q1 Brunch at The Canyons in Carlsbad, Ca. In case you were not able to attend Brunch this is a recording of Susan Taylor of Scripps Health discussing Gadgets, Gizmos and Good Health. Click on the image directly above to [...]

By | March 8th, 2018|WWM Events|0 Comments

“Hello Good Buy” – Certified Financial Poetry

Certified Financial Poetry If you would like to watch the video of Steve reading "Hello, Good Buy" click on the image above.   Hello, Good Buy By Steve Wolff   The market goes down and you start to cry, Hey don’t cha know it creates a good buy? You liked it much higher and now [...]

By | March 2nd, 2018|Blog, Certified Financial Poetry|0 Comments

Investing in Stocks

Today’s financial planning tip is Investing in Stocks. If you would like to watch the video click on the image above. Turn on the TV nowadays, or surf the Internet, and you’re certain to run into someone talking about making a fortune from owning one specific stock or another.  Even the 6 o’clock news generally [...]

By | February 23rd, 2018|Blog, Investing|0 Comments

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