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A Rough Market
The last 4 months or so have been really tough on growth portfolios and now we’re seeing some weakness in the value stocks too. This is a time when you really have to look at the stocks, bonds, funds, etc. in your portfolio and decide whether they are the ones...
Stock Market Update | May 2022
Click on the image above to view this video. In this video Steve provides a recap of the stock market in April. He discusses investor sentiment, the S&P index PE ratio, and a new economic indicator. We're sure you know the stock market has been getting pummeled...
Estate Planning – What to Expect in 2022
Click on the image above to view this video. In this episode, Gita Nassiri, CPA, JD, MBT and Catherine Magaña, CFP® discuss Estate Planning for 2022 and some changes that have occurred. So if you want to prepare your estate for your heirs, understand the...
Stock Market Update | April 2022
Click on the image above to view this video. Stock Market Update April 4th, 2022 Wondering why the market rallied so much in March of 2022, how rising interested rates has historically affected the stock market, and which kind of investments have provided the...
U.S. Stock Market: Analysis and Current Outlook
Click on the image above to view this video. U.S. Stock Market: Analysis and Current Outlook The WWM Financial advisors, Certified Financial PlannersTM and portfolio managers gather to discuss their take on current market conditions as of March 9, 2022. How can...
Examples of Concentration Risk
Click on the image above to view this video. Examples of Concentration Risk Do you have stock options that have grown to be a large position of your portfolio? Are you consolidated in a few investments? In this episode of Steve’s Stock Stories, Steve Wolff and Greg...
Stock Market Update | March 2022
Click on the image above to view this video. Stock Market Update February 28th, 2022 Wondering why the Stock Market is so volatile? How stable the US Economy is and how potential conflict has influenced the stock market historically? Tune in to listen to Steve Wolff,...
Stock Market Update February 1, 2022
Click on the image above to view this video. Stock Market Update February 1, 2022 What is happening with Russia, the stock market, and inflation? Is the stock market and economy still intact? In this month's Stock Market Update, Steve Wolff discusses what has occurred...
Understanding Bond Risk
https://youtu.be/XLRqFqPTFQU Understanding Bond Risk Don’t let reading a long and complex investment book stop you from understand bonds and how they can be affected. Steve Wolff (Founder and Managing Partner) and Greg Carroll, CFP® discuss their...