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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...
WWM Financial, Welcomes Vincent Stefano, Portfolio Manager/Financial Advisor
WWM Financial is growing!! We are extremely pleased to welcome Vincent Stefano to our firm. Vince has been in the financial services business since 1983, most recently working for Crowell Weedon. Vince has been managing stock portfolios for many years, and we are...
Catherine Magaña named Ambassador of the month
WWM : Why did you choose to serve on the Ambassador Committee and how has it helped your business? Magaña: I wanted to help new members learn about the Chamber and how to get involved. This past year, I made several relationships within the committee and actively used...
Will We Drive Over The Fiscal Cliff?
Can our politicians actually work out a compromise before we go over the fiscal cliff? That was the big question that Alan Simpson and Erskine Bowles tried to answer as they spoke to a large audience of financial advisors at the 2012 Charles Schwab Impact Conference...
Wolff Wiese Magaña Oceanside Chamber Ribbon Cutting
Wolff Wiese Magaña, LLC is an independent financial advisory firm with a team approach to providing financial planning solutions for high net worth individuals and families. Located at 1925 Palomar Oaks Way, Suite 200, in Carlsbad, the firm has many North County...