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Stock Market Update March 2023
Stock Market Update | February 2023 In this stock market update Steve discusses the new phase of the bear market, the fear and greed index, the financial markets, the happiness index and more. This video was recorded on March 7, 2023.WWM Financial is an SEC Registered...
What’s Included In a Financial Plan
What's Included In A Financial Plan? A well-written financial plan can mean the difference in your financial success. With it, you’ll be less likely to make poor financial decisions. Despite the importance of a personal financial plan, many people don’t know what to...
Stock Market Update February 2023
Stock Market Update | February 2023 In this market update Steve discusses the “The January Effect”, the fear and greed indicator, the indices, rates, inflation and more. This video was recorded on February. 3, 2023.WWM Financial is an SEC Registered Investment Advisor...
Stock Market Update | January 2023
In this market update Steve re-caps December and the year 2022. He discusses and provides his insight on the indices, bonds, crypto, inflation and volatility.
Investing for retirement Using IRA, Roth and 401(k) Plans
For the past 20 years, most individuals have saved and invested for retirement on their own because company pension plans are largely a thing of the past.
What is a Financial Plan
The “big-one” is how much retirement income is needed.
Stock Market Update | December 2022
Stock Market Update | December 2022 In this market update Greg Carroll, CERTIFIED FINANCIAL PLANNER™ discusses the domestic market indices, emerging markets, the looming recession and the possible “Santa Clause Rally”. This video was recorded on Dec. 2, 2022. If you...
The Benefits of a Financial Plan
"Failing to Plan is Planning to Fail" While the prognosis may seem daunting, there’s a lot of truth in this statement, especially when it comes to your finances. Because there are lots of foreseeable and unforeseeable variables that can affect your finances, it’s...
Stock Market Update November 2022
Stock Market Update | November 2022 In this November market update Steve recaps October. He discusses market index performance month over month, year to date and from the market highs. He releases his latest poem, “The Stock Market Forecast” from his CERTIFIED...