Live Your Life Connnected

Our blog will help you stay up to date with all the latest news at WWM FINANCIAL.

Subscribe to our Podcast

Never miss an episode with our podcast, released alongside each video below.

Stock Market Update | July 2022

Stock Market Update | July 2022

Click on the image above to view this video.In this market update Steve reviews the June performance of the major indexes, the few stocks in the Dow Jones that had gains, bond losses, the real estate market, the 10 stocks who’s market values plunged the most, the 10...

read more
What is a Financial Plan?

What is a Financial Plan?

What is a Financial Plan We all have things that we would like to achieve before we die. Life goals can include saving for your kids’ college education, owning a beach house, buying a yacht, retiring comfortably, or having more time to spend with family rather than...

read more
Stock Market Update | June 2022

Stock Market Update | June 2022

In this market update Steve discusses market performance, inflation, gas & food prices, interest rates, home sales and insider buying and selling. If you are concerned whether your financial plan is still on the right track, schedule a free 30-minute consultation...

read more
A Rough Market

A Rough Market

The last 4 months or so have been really tough on growth portfolios and now we’re seeing  some weakness in the value stocks too. This is a time when you really have to look at the stocks, bonds, funds, etc. in your portfolio and decide whether they are the ones...

read more
Stock Market Update | May 2022

Stock Market Update | May 2022

Click on the image above to view this video. In this video Steve provides a recap of the stock market in April. He discusses investor sentiment, the S&P index PE ratio, and a new economic indicator. We're sure you know the stock market has been getting pummeled...

read more
Estate Planning – What to Expect in 2022

Estate Planning – What to Expect in 2022

 Click on the image above to view this video. In this episode, Gita Nassiri, CPA, JD, MBT and Catherine Magaña, CFP® discuss Estate Planning for 2022 and some changes that have occurred. So if you want to prepare your estate for your heirs, understand the...

read more
Stock Market Update | April 2022

Stock Market Update | April 2022

 Click on the image above to view this video. Stock Market Update April 4th, 2022 Wondering why the market rallied so much in March of 2022, how rising interested rates has historically affected the stock market, and which kind of investments have provided the...

read more
U.S. Stock Market: Analysis and Current Outlook

U.S. Stock Market: Analysis and Current Outlook

 Click on the image above to view this video. U.S. Stock Market: Analysis and Current Outlook The WWM Financial advisors, Certified Financial PlannersTM and portfolio managers gather to discuss their take on current market conditions as of March 9, 2022. How can...

read more
Examples of Concentration Risk

Examples of Concentration Risk

Click on the image above to view this video. Examples of Concentration Risk Do you have stock options that have grown to be a large position of your portfolio? Are you consolidated in a few investments? In this episode of Steve’s Stock Stories, Steve Wolff and Greg...

read more