Investor Psychology: The Hidden Force Behind Stock Market Trends

Sep 18, 2025

The markets are moving, and we’ve got plenty to unpack! In this week’s episode of WWM Talks, Steve Wolff, Greg Carrol and Vince Stefano break down the latest numbers: the S&P 500 up 1.6%, the Nasdaq up 2%, and the Dow showing steady gains. But what’s really catching our eye? The small caps, the Fed’s latest rate cut, and what it all means for your portfolio

We dive into why lower interest rates could give small companies a much-needed boost, what Jerome Powell did (and didn’t) say about inflation and tariffs, and how investor psychology is showing up in the Fear & Greed Index. Are investors playing with fire by chasing risk and piling into the same handful of tech stocks?

Plus, we clear up common misconceptions about dividends, explain why “knowing what you own” in ETFs and funds is more important than ever, and debate whether quarterly earnings reports are helping or hurting investors

It’s a fast-moving, entertaining conversation packed with insights to help you think long-term, avoid groupthink, and keep your money working smarter.

Date Recorded: 9/18/25

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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

How This Little Known Tax Secret Can Save You Thousands

Jun 26, 2025

In this episode of The WWM Financial Podcast, we reveal a little-known tax secret that could save high-income investors thousands of dollars—yet it’s often missed, even by experienced professionals. We break down how it works, who qualifies, and why now is the perfect time to take advantage of it. We also explore how the rise of artificial intelligence (AI) is creating powerful investment opportunities. From automation to machine learning and real-world applications across industries, AI is reshaping the future—and savvy investors are taking notice. We discuss where the smartest money is going, which sectors stand to benefit most, and how to position your portfolio to capitalize on this innovation.

Watch the video above or click the link here to listen: https://wwmfinancial.com/podcast/

If you want to understand what’s going on in the economy, get better insight into the financial markets, and separate the sound from the noise so you can make good financial decisions, tune in now!

Date Recorded: 6/26/2025

Schedule A FREE Call

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

The Truth About Deficit Spending

Jun 12, 2025

In this episode of the WWM Podcast, we explore how rising government deficit spending could affect wealthy investors and the broader economic outlook. We take a close look at recent market movements, the unexpected uptick in Core CPI, and how new tariffs may be influencing inflation data. We also highlight where investors are putting their money right now, review year-to-date performance in the industrial sector, and share proactive tax planning strategies for high-net-worth individuals looking to stay ahead of policy and market shifts.

Watch the video above or click the link here to listen: https://wwmfinancial.com/podcast/

If you want to understand what’s going on in the economy, get better insight into the financial markets, and separate the sound from the noise so you can make good financial decisions, tune in now!

Date Recorded: 6/12/2025

Schedule A FREE Call

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

Stock Market Update | Jan. 18, 2024

Jan 31, 2024

If you want to understand what’s going on in the economy, get better insight into the financial markets, and separate the sound from the noise so you can make good financial decisions, tune in now!

Recorded January 18, 2024

Schedule A FREE Call

WWM Financial is an SEC Registered Investment Advisor

The opinions expressed in this content 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. 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. Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always please remember investing involves risk and possible loss of principal capital; please seek advice from a licensed professional.

Stock Market Update October 2022

Oct 7, 2022

Stock Market Update | October 2022

In this October stock market update Steve discusses the recent drop in the market and possible culprits.

Video Recorded on October 4, 2022.

If you are concerned whether your financial plan is still on the right track, schedule a free 30-minute consultation here:

Schedule a Consultation

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. 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. Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always please remember investing involves risk and possible loss of principal capital; please seek advice from a licensed

Stock Market Update | July 2022

Jul 13, 2022

Click on the image above to view this video.

In this market update Steve reviews the June performance of the major indexes, the few stocks in the Dow Jones that had gains, bond losses, the real estate market, the 10 stocks who’s market values plunged the most, the 10 stocks that have fallen the most, the fear and greed index, the yield curve and Steve’s take on the market.

If you are concerned whether your financial plan is still on the right track, schedule a free 30-minute consultation here:

Links to source articles below:

Quarterly Market Review: Mike Bell, JP Morgan Asset Management

https://am.jpmorgan.com/content/dam/jpm-am-aem/global/en/insights/market-insights/mi-monthly-market-review.pdf

Daily Treasure Par Yield Curve Rates

https://home.treasury.gov/resource-center/data-chart-center/interest-rates/TextView?type=daily_treasury_yield_curve&field_tdr_date_value_month=202207

CNN Fear & Greed Index

https://www.cnn.com/markets/fear-and-greed

Barron’s Market Data

https://www.barrons.com/market-data/stocks/us/pe-yields

10 Biggest Losers, Market Watch

https://www.marketwatch.com/story/these-10-stocks-in-the-s-p-500-have-lost-4-1-trillion-of-investors-money-during-the-first-half-of-2022-11656599467

Only 8 of The 30 Dow Jones Stocks Were Positive In The First Half of 2022, Benziga

https://www.benzinga.com/news/22/07/27934908/only-8-of-the-30-dow-jones-stocks-were-positive-in-the-first-half-of-2022-chevron-leads-but-who-else

Bonds in line for worst year in decades

https://www.reuters.com/markets/rates-bonds/brutal-first-half-puts-bonds-line-worst-year-decades-2022-06-30/

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. 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. Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always please remember investing involves risk and possible loss of principal capital; please seek advice from a licensed professional.