Markets flat. AI volatile. Mortgage rates dipping. Social Security uncertain. Tax season in full swing.
In this week’s episode, the team breaks down what’s really happening beneath the headlines. Despite dramatic news cycles and a Fear & Greed Index sitting in “fear” territory, the major indexes are holding relatively steady so what’s actually driving the movement?
You’ll hear:
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Why strong AI earnings didn’t stop certain tech stocks from selling off
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What market “rotation” really means for diversified investors
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Why big, innovative companies may still deserve a place in portfolios
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Mortgage rates flirting with 6% and what that could mean for real estate
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The Social Security claiming conversation many retirees get wrong
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The truth about refunds, surprise tax bills, IRMAA surcharges, and W-4 adjustments
Plus, a timely reminder: your tax return tells a story. Are you reading it?
If you’ve been feeling uneasy about volatility, confused about when to claim benefits, or unsure how taxes fit into your investment strategy, this episode connects the dots.
Steady markets. Smart planning. Long-term thinking.
Date Recorded: 02/26/26
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
