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A Conversation About the 2021 Biden Tax Plan and Federal Tax Proposals
Click on the image above to watch this video. A Conversation About The 2021 Biden Tax Plan and Federal Tax Proposals In this episode Catherine and Rachel Ivanovich discuss the 2021 Biden Tax Plan proposals including, the child care tax credit, long term capital...
Stock Market Update 8/4/2021
Click on the video above to watch August's Market Update. Stock Market Update 8/4/2021 In this informative yet brief market update, Steve Wolff discusses amazing stock earnings, the Delta Variant and mortgage rates. Transcript below: This is Steve Wolff, and we're...
Investing in the Tech Era
Click on the image above to watch the podcast. In this episode: Steve Wolff discusses how excided he is about the investing opportunities in this techno-digital revolution. Full transcription below: Steve Wolff: Hello everyone, this is Steve Wolff with another...
Stock Market Update 7/6/2021
Click on the image above to watch this podcast episode. Market Update: 7/9/2021 Transcription below: There's been a lot of good news in the last month. With COVID cases declining, there are more people getting vaccinated, there has been a lot of re-openings in the...
Value Stocks vs Growth Stocks
Click on the image above to watch this podcast episode. Podcast Episode 12: Value vs Growth Stocks Let’s talk a little bit about value stocks and growth stocks. Over the last year or so with all the COVID stuff happening, certain stocks did really well, and other...
Market Update 5/4/2021
Click on the image above to view this video. Market Update 5/4/2021 Transcription below: Today was an interesting day in the market. It started off that there was a lot of selling going on. The markets were taking a beating. It's coming back a little bit now, but I...
Market Outlook & Tax Planning Strategies for 2021
Click on the image above to watch this video. Market Outlook & Tax Planning Strategies For 2021 This is the replay of our live virtual client appreciation event hosted on February 17, 2021. Managing Partner Steve Wolff discusses the market outlook for 2021. Guest...
What is going on with GameStop?
Click on the image above to view Podcast Episode 11. What is going on with GameStop? Today, we're going to talk a little bit about what the heck is going on with GameStop and Reddit and some of the other stocks that have gone crazy on the stock exchange over this last...
What Do You Do When Your Stock Takes a Dive?
Click on the image above to view Podcast Episode 10 What Do You Do When Your Stock Takes a Dive? You can find more episodes on Apple Podcasts, Spotify and Google Podcasts. Steve Wolff is a Managing Partner at WWM Financial in Carlsbad California. Steve can be reached...