Carlsbad Financial Planner

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Why Invest with a Financial Advisor. Reason #1

Since 1986, when I started as a financial advisor, I have heard many people say they don’t really need an advisor, or they don’t think the money they might pay an advisor is worth the cost. Well one of the reasons we believe that most people should use a financial advisor is investor performance. A [...]

By | June 6th, 2017|Blog, Investing|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

WWM Financial Giving Back! Click here to see photos of Powerful Women with Powerful Tools

Kerry and Jodi of WWM Financial volunteering at a Habitat for Humanity project. Kerry Harmon and Jodi Mills from WWM Financial participated in Women Build 2014. During the first week of May 2014 in Imperial Beach, women from all over San Diego came together, swinging their hammers, so families can live in safe, decent, [...]

By | May 23rd, 2014|Blog|0 Comments

Navigating Through a Small Cap Growth Stock Debacle

PATIENCE & PROCESSBy Vincent StefanoMay 8, 2014 Since the beginning of March investors have sold small-mid capitalization growth stocks and deployed that investment capital into more value-oriented larger capitalization ones.  As a result, over this same period smaller stock indices like the Russell Growth and NASDAQ have significantly underperformed the Dow Jones Industrial Average and S&P [...]

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