Investor Psychology: The Hidden Force Behind Stock Market Trends

Investor Psychology: The Hidden Force Behind Stock Market Trends

Sep 18, 2025

The markets are moving, and we’ve got plenty to unpack! In this week’s episode of WWM Talks,  Steve Wolff, Greg Carrol and Vince Stefano break down the latest numbers: the S&P 500 up 1.6%, the Nasdaq up 2%, and the Dow showing steady gains. But what’s really catching our eye? The small caps, the Fed’s latest rate cut, and what it all means for your portfolio

We dive into why lower interest rates could give small companies a much-needed boost, what Jerome Powell did (and didn’t) say about inflation and tariffs, and how investor psychology is showing up in the Fear & Greed Index. Are investors playing with fire by chasing risk and piling into the same handful of tech stocks?

Plus, we clear up common misconceptions about dividends, explain why “knowing what you own” in ETFs and funds is more important than ever, and debate whether quarterly earnings reports are helping or hurting investors

It’s a fast-moving, entertaining conversation packed with insights to help you think long-term, avoid groupthink, and keep your money working smarter.

Date Recorded: 9/18/25

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Disclosure:

WWM Financial is an SEC Registered Investment Advisor

The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry and how we may be able to assist. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. As always please remember investing involves risk and possible loss of principal capital. Tax considerations presented may not be appropriate every individual circumstance. A tax professional should be consulted before making any decisions about your tax liability. wwmfinancial.com | 760.692.5190

Markets on the Move: Fed Cuts, Inflation, and What’s Next for Investors

Markets on the Move: Fed Cuts, Inflation, and What’s Next for Investors

Sep 11, 2025

The markets are buzzing, the Fed is making moves, and power-hungry AI is changing the game. Welcome to this week’s conversation with Catherine Magaña, Steve Wolff, Vince Stefano, and Rachel Ivanovich.

We kick off by reflecting on the anniversary of 9/11 and how resilience shapes not only our nation but also our financial lives. From there, it’s all about market momentum: the Dow pushing higher, the Nasdaq and S&P adding gains, and interest rate cuts looming on the horizon. But is it 25 basis points… or 50?

We also unpack where Americans are really spending their money, think dining out, travel, and experiences and what that reveals about today’s economy. Plus, we dig into the massive energy demands driving AI innovation and why nuclear power might play a starring role in the future.

Rachel breaks down an IRS tool that makes pulling tax forms and payment history easier than ever, cutting down on mistakes and saving valuable time for taxpayers and advisors alike. Meanwhile, the team debates the return of IPOs and what renewed activity could mean for investors heading into year-end.

It’s a lively mix of market updates, smart strategies, and a few laughs along the way, tune in and stay ahead of the curve.

Date Recorded: 9/11/25

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Disclosure:

WWM Financial is an SEC Registered Investment Advisor

The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry and how we may be able to assist. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. As always please remember investing involves risk and possible loss of principal capital. Tax considerations presented may not be appropriate every individual circumstance. A tax professional should be consulted before making any decisions about your tax liability. wwmfinancial.com | 760.692.5190

Why You Should Not Let the Mainstream Media Affect Your Money

Why You Should Not Let the Mainstream Media Affect Your Money

Jun 5, 2025

In this episode of the WWM Podcast, we dive into the latest movements in indexes, CDs, and bonds, and explain what they could mean for your portfolio. We explore the rising influence of negative media narratives and why smart investors should avoid making knee-jerk decisions based on headlines. With potential Federal Reserve rate cuts on the horizon, we discuss proactive financial strategies—like reviewing your estate plan, updating your will, adjusting your budget, and reassessing your tax withholdings—to help keep your long-term plan on track. Our advisers also unpack Senator Rand Paul’s recent warnings about the growing national debt and explore how fiscal policy and market shifts could shape the future of wealth preservation. If you’re looking to stay informed and strategic in a rapidly changing environment, this episode is packed with the insight you need.

If you want to understand what’s going on in the economy, get better insight into the financial markets, and separate the sound from the noise so you can make good financial decisions, tune in now!

Date Recorded: 6/5/2025

Schedule A FREE Call

Disclosure:

WWM Financial is an SEC Registered Investment Advisor

The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry and how we may be able to assist. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. As always please remember investing involves risk and possible loss of principal capital. Tax considerations presented may not be appropriate every individual circumstance. A tax professional should be consulted before making any decisions about your tax liability. wwmfinancial.com | 760.692.5190

WWM Financial, Welcomes Vincent Stefano, Portfolio Manager/Financial Advisor

WWM Financial, Welcomes Vincent Stefano, Portfolio Manager/Financial Advisor

Sep 19, 2013

WWM Financial is growing!! We are extremely pleased to welcome Vincent Stefano to our firm. Vince has been in the financial services business since 1983, most recently working for Crowell Weedon. Vince has been managing stock portfolios for many years, and we are excited that he is managing a “New Innovations” portfolio of individual stocks at WWM Financial.

Catherine Magaña named Ambassador of the month

Catherine Magaña named Ambassador of the month

Sep 19, 2013

WWM : Why did you choose to serve on the Ambassador Committee and how has it helped your business?

Magaña: I wanted to help new members learn about the Chamber and how to get involved. This past year, I made several relationships within the committee and actively used the committee members services.

Magaña can be reached at catherine@wwmfinancial.com.