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

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

Check Your Asset Allocation

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 [...]

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

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