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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 edition of Steve's Stock Stories. I'm here with my cohort, producer and friend Joscelin [...]

By |2021-07-15T09:31:06-08:00July 15th, 2021|Blog, Investing, Live Your Life, Podcast, Videos|0 Comments

Stock Market Update 7/6/2021

 Click on the image above to watch this podcast episode. Stock Market Update: July 2021 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 economy and the earnings have been good as well. [...]

By |2021-07-09T11:05:07-08:00July 9th, 2021|Blog, Market Update|0 Comments

Sustainable Investing Becoming Mainstream

Sustainable Investing Becoming Mainstream By Scott McClatchey, CFP®   Doesn’t it seem like every advertisement or press release includes the word “sustainable” these days?  Everyone is bragging about reducing their carbon footprint or converting to renewable energy sources.  It reminds me of the late 1990’s when companies wanted to add “dotcom” to their name, whether [...]

By |2021-07-01T09:58:50-08:00July 1st, 2021|Blog, Investing|0 Comments

Decrypting the Investment Industry Puzzle

Decrypting the Investment Industry Puzzle By Scott McClatchey, CFP® Confused by all the industry jargon many financial professionals like to use?  You’re not alone.  Equity, fiduciary, wirehouse, robo-advisors, fixed income, and ETF’s are but a few words which may be confusing if you’re not familiar with this industry.  In this article, I’ll hopefully give you [...]

By |2021-07-02T14:19:00-08:00June 11th, 2021|Blog, Financial Planning, Investing, Uncategorized|0 Comments

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 stocks didn't. It was really a bifurcated market [...]

By |2021-06-04T14:04:36-08:00June 4th, 2021|Blog, Investing, Podcast|0 Comments

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 Speaker Rachel Ivanovich, E.A., M.B.A. shares tax planning strategies for 2021. [...]

By |2021-02-23T13:49:11-08:00February 23rd, 2021|Market Update, Videos, WWM Events|0 Comments

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 week. So, the [...]

By |2021-02-04T17:16:13-08:00January 29th, 2021|Blog, Investing, Podcast|0 Comments

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 at 760-692-5190 or you can contact him [...]

By |2021-01-29T19:22:06-08:00December 8th, 2020|Investing|0 Comments

How To Make Money When Stocks Go Down

 Click on the image above to view Podcast Episode 9 How To Make Money When Stocks Go Down Steve Wolff is a Managing Partner at WWM Financial in Carlsbad California. Steve can be reached at 760-692-5190 or you can contact him with the following link. wwmfinancial.com/contact You can get a copy of Steve’s Investing [...]

By |2020-10-21T10:16:45-08:00October 21st, 2020|Blog, Investing|0 Comments