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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 |2021-06-11T11:23:36-08:00June 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

What is going on with GameStop?

Click on the image above to view Podcast Episode 11. What is going on with GameStop? Today, we're going to talk a little bit about what the heck is going on with GameStop and Reddit and some of the other stocks that have gone crazy on the stock exchange over this last week. So, the [...]

By |2021-02-04T17:16:13-08:00January 29th, 2021|Blog, Investing, Podcast|0 Comments

What Do You Do When Your Stock Takes a Dive?

Click on the image above to view Podcast Episode 10 What Do You Do When Your Stock Takes a Dive? You can find more episodes on Apple Podcasts, Spotify and Google Podcasts. Steve Wolff is a Managing Partner at WWM Financial in Carlsbad California. Steve can be reached at 760-692-5190 or you can contact him [...]

By |2021-01-29T19:22:06-08:00December 8th, 2020|Investing|0 Comments

How To Make Money When Stocks Go Down

 Click on the image above to view Podcast Episode 9 How To Make Money When Stocks Go Down Steve Wolff is a Managing Partner at WWM Financial in Carlsbad California. Steve can be reached at 760-692-5190 or you can contact him with the following link. wwmfinancial.com/contact You can get a copy of Steve’s Investing [...]

By |2020-10-21T10:16:45-08:00October 21st, 2020|Blog, Investing|0 Comments

What You Should Look For In a Stock

Click on the image above to view Podcast Episode 8 What You Should Look For When Trying To Figure Out If a Stock Is Worth Investing In Podcast Episode 8 Steve can be reached for questions at 760-692-5190. You can get a copy of Steve’s Investing Secrets Report by clicking on the following link. https://www.wwmfinancialcarlsbad.com/investingsecrets [...]

By |2020-09-17T15:58:44-08:00September 17th, 2020|Blog, Investing, Podcast|0 Comments

How To Find Growth Stocks

Click on the image above to view Podcast Episode 7 How to Find Growth Stocks Podcast Episode 7 Steve can be reached for questions at 760-692-5190. You can get a copy of Steve's Investing Secrets Report by clicking on the following link. https://www.wwmfinancialcarlsbad.com/investingsecrets The opinions expressed in this program are for general informational purposes only [...]

By |2020-08-19T11:54:59-08:00August 19th, 2020|Blog, Investing, Podcast|0 Comments

Buying Stocks With Leverage

Click on the image above to view Podcast Episode 6 Using Leverage To Buy Stocks Podcast Episode 6 In this episode of Steve's Stock Stories Steve discusses buying stocks and ETF's with leverage. You can reach Steve with any questions at 760-692-5190. The opinions expressed in this program are for general informational purposes only and [...]

By |2020-08-06T14:27:04-08:00August 6th, 2020|Blog, Investing, Podcast|0 Comments

Maintenance Man to Millionaire

 Click on the image above to view Podcast Episode 5 Maintenance Man to Millionaire Podcast Episode 5 In this episode of Steve's Stock Stories we hear about how Lou the maintenance man invested his way to 7 figures. You can reach Steve with any questions at 760-692-5190. The opinions expressed in this program are [...]

By |2020-08-06T14:21:13-08:00July 2nd, 2020|Investing, Podcast|0 Comments

What Tennis Greats Can Teach You About Investing

What do tennis greats Bjorn Borg, John McEnroe, Chris Evert, and Rafael Nadal have in common, and what can they teach you about investing? by Scott McClatchey, CFP® Do you remember watching Bjorn Borg play tennis during the 1970’s?  He won 6 French Open and 5 consecutive Wimbledon titles between 1974 and 1981, becoming the [...]

By |2020-06-15T13:34:02-08:00June 15th, 2020|Investing|0 Comments