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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. ...
Real Estate or Stocks? WWM Financial Answers the Big Question on ESPN Radio
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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...
WWM Financial Giving Back! Click here to see photos of Powerful Women with Powerful Tools
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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...
Click here to see the Savvy Women “Invest on Purpose” photos!
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Volatility Vortex
Vince Stefano, Portfolio Manager WWM Financial During the past 6-9 months ending in February of this year, the vast number of technology, retail and healthcare stocks in our New Innovations Portfolio, especially biotechnology, surged to all-time highs. Momentum built...
2015 Five Star Professional program
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WWM Financial, Welcomes Jodi Mills, Administrative Assistant
WWM Financial is extremely pleased to welcome Jodi Mills as an Administrative Assistant to the firm. Jodi joined WWM Financial in a support role in April 2013. She is currently responsible for administrative duties for the firm supporting both the compliance...