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Stock Market Update 10/6/2021

 Click on the video above to watch September's Stock Market Update. Stock Market Update 10/6/2021 In this month’s Stock Market Update, Steve Wolff (Managing Partner) summarizes what has occurred in September. This ranges from market indices, bond yields, inflation, value vs growth stocks, the Evergrande drama and supply chain issues, government funding, etc. FREE [...]

By |2021-10-06T14:43:58-08:00October 6th, 2021|Market Update|0 Comments

Stock Market Update 9/1/2021

 Click on the video above to watch September's Market Update. Stock Market Update 9/1/2021 In this months Stock Market Update, Steve Wolff discusses tapering, historical stock market performance, inflation and retail investors. FREE Report: 5 Investing Secrets Every Investor Needs to Know Avoid making bad investment decisions, this little known report reveals 5 better [...]

By |2021-09-08T12:26:04-08:00August 30th, 2021|Market Update, Podcast|0 Comments

Expert Explains Blockchain Technology

 Click on the image above to watch this video. Expert Explains Blockchain Technology In this episode of Steve's Stock Stories, Steve talks with blockchain expert Brian Park about what it is, what is is not and why he is so excited about the technology. FREE Report: 5 investing Secrets Every Investor Needs to Know [...]

By |2021-09-07T16:25:38-08:00August 26th, 2021|Crypto, Investing|0 Comments

A Conversation About the 2021 Biden Tax Plan and Federal Tax Proposals

 Click on the image above to watch this video. A Conversation About The 2021 Biden Tax Plan and Federal Tax Proposals In this episode Catherine and Rachel Ivanovich discuss the 2021 Biden Tax Plan proposals including, the child care tax credit, long term capital gains, tax gains at death, 1031 exchanges and more. Catherine [...]

By |2021-08-20T07:42:19-08:00August 19th, 2021|Podcast, Tax Planning|0 Comments

Stock Market Update 8/4/2021

 Click on the video above to watch August's Market Update. Stock Market Update 8/4/2021 In this informative yet brief market update, Steve Wolff discusses amazing stock earnings, the Delta Variant and mortgage rates. Transcript below: This is Steve Wolff, and we're going to talk a little bit about what happened in July of 2021, [...]

By |2021-08-05T12:16:49-08:00August 4th, 2021|Blog, Market Update, Videos|0 Comments

Investing in the Tech Era

 Click on the image above to watch the podcast. In this episode: Steve Wolff discusses how excided he is about the investing opportunities in this techno-digital revolution. Full transcription below: Steve Wolff: Hello everyone, this is Steve Wolff with another edition of Steve's Stock Stories. I'm here with my cohort, producer and friend Joscelin [...]

By |2021-07-15T09:31:06-08:00July 15th, 2021|Blog, Investing, Live Your Life, Podcast, Videos|0 Comments

Stock Market Update 7/6/2021

 Click on the image above to watch this podcast episode. Market Update: 7/9/2021 Transcription below: There's been a lot of good news in the last month. With COVID cases declining, there are more people getting vaccinated, there has been a lot of re-openings in the economy and the earnings have been good as well. [...]

By |2021-08-03T10:32:56-08:00July 9th, 2021|Blog, Market Update|0 Comments

Sustainable Investing Becoming Mainstream

Sustainable Investing Becoming Mainstream By Scott McClatchey, CFP®   Doesn’t it seem like every advertisement or press release includes the word “sustainable” these days?  Everyone is bragging about reducing their carbon footprint or converting to renewable energy sources.  It reminds me of the late 1990’s when companies wanted to add “dotcom” to their name, whether [...]

By |2021-08-03T10:33:57-08:00July 1st, 2021|Blog, Investing|0 Comments

Decrypting the Investment Industry Puzzle

Decrypting the Investment Industry Puzzle By Scott McClatchey, CFP® Confused by all the industry jargon many financial professionals like to use?  You’re not alone.  Equity, fiduciary, wirehouse, robo-advisors, fixed income, and ETF’s are but a few words which may be confusing if you’re not familiar with this industry.  In this article, I’ll hopefully give you [...]

By |2021-08-03T10:34:21-08:00June 11th, 2021|Blog, Financial Planning, Investing, Uncategorized|0 Comments

Value Stocks vs Growth Stocks

Click on the image above to watch this podcast episode. Podcast Episode 12: Value vs Growth Stocks Let’s talk a little bit about value stocks and growth stocks. Over the last year or so with all the COVID stuff happening, certain stocks did really well, and other stocks didn't. It was really a bifurcated market [...]

By |2021-06-04T14:04:36-08:00June 4th, 2021|Blog, Investing, Podcast|0 Comments