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Investing in Stocks
Today’s financial planning tip is Investing in Stocks. If you would like to watch the video click on the image above. Turn on the TV nowadays, or surf the Internet, and you’re certain to run into someone talking about making a fortune from owning one specific stock or...
Poetry & Emotion
CERTIFIED FINANCIAL POETRY This is the inaugural episode of our "Certified Financial Poetry" series. Click on the image above to watch the video of Steve's first reading. Poetry and Emotion by Steve Wolff What a difference a week can make, With the market’s give and...
What’s Behind the Market Decline
What’s Behind the Market Decline Click on image above for video By Steve Wolff Now for the understatement of the day…volatility has returned to the stock market. Why has the stock market gone down with such force in the last week? I think there are a few reasons....
Ed and Barbara… Thanks so much for sharing your adventures with us!
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...
First Friday Breakfast with the Carlsbad Chamber of Commerce
We had a wonderful morning at the Carlsbad Chamber of Commerce First Friday Breakfast. Art Barter, Servant Leadership was an amazing speaker.
Impeachment & Russia, Oy Vey
The economy is good right now. The political scene is challenging. Politics is causing a pullback today in the market. We might see more of a pullback over the next days or weeks. We believe that this will be temporary. We talk a lot about behavior and investor...
Open House
WWM moved to a new location over the summer. Please join us for an evening of food, drinks and music at our open house on Thursday, October 22nd 2015 from 5:30 p.m. - 8:30 p.m.
WE’RE MOVING…
personal loan lexington ky We are excited to tell you that we are relocating our office on July 24, 2015. We will be closing at 1:00pm PT for the move. We will re-open on Monday July 27, 2015 @ 6:30am PT in our new location. Please see new address below. Phone numbers...