This week’s episode is packed because the markets did not take a break. Catherine, Greg, Rachel, and Vince unpack everything from the end of the 43-day government shutdown to the surprising shifts in stocks, rates, and IRS rules you’ll want on your radar.
We break down why the Nasdaq dipped, why the Dow climbed, and what investors should read into the sudden rotation from tech into value. Plus, the Fed’s December rate-cut odds just slipped from 65% to 55%… so yes, the markets are jittery, and we explain what that means for investors.
You’ll also hear the latest on 2026 retirement contribution limits, why charitable giving rules are changing, and how to use year-end strategies like tax-loss harvesting, QCDs, and catch-up contributions before the year closes.
And because we love a good fun fact: the U.S. is discontinuing the penny, after learning it costs $3.69 to make one. Yes, really.
If you want practical guidance with a little entertainment sprinkled in, this episode delivers it.
🎧 Tune in and get ahead of what’s moving the markets and your money right now.
Date Recorded: 11/13/25
Disclosure:
WWM Financial is an SEC Registered Investment Advisor
The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry and how we may be able to assist. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. As always please remember investing involves risk and possible loss of principal capital. Tax considerations presented may not be appropriate every individual circumstance. A tax professional should be consulted before making any decisions about your tax liability. wwmfinancial.com | 760.692.5190
