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What is a REIT?

The Savvy Minute: What is a REIT? Today's tip will cover "What is a Real Estate Investment Trust?" To watch this video click on the image above.

By | August 10th, 2018|Blog, Investing|0 Comments

Financial Planner vs Financial Advisor

To view the video click on the image above or the following link https://youtu.be/NRdHzuqdmPs

By | June 26th, 2018|Blog, Financial Planning, Investing|0 Comments

“Forget Johny Rivers, Just Make a Plan Stan”

If you would like to watch the video of Steve's reading of this poem you can click on the image above or the following link. https://youtu.be/tioccVNXI5s 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. [...]

By | June 12th, 2018|Blog, Certified Financial Poetry|0 Comments

Buy or Lease?

Click on the image above or the following link https://youtu.be/doBr9tjZrWc to watch the video.

By | June 12th, 2018|Blog, Financial Planning|0 Comments

State of The Union

Watch the video of Steve's reading by clicking on the following link https://youtu.be/z7yicj_QKJQ or the  image above. "State of the Union" by Steve Wolff Certified Financial Poet The U.S. economy has recently awoke, It’s not just a matter of mirrors and smoke. Unemployment is now at a mere 3.8, That’s a low percent one can’t berate. Inflation is [...]

By | June 12th, 2018|Blog, Certified Financial Poetry|0 Comments

401k Catch Up Contributions

Watch the Video by Clicking on the image above. #SavvyUp

By | May 21st, 2018|Blog, Financial Planning, Videos|0 Comments

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