Market Update 5/4/2021

Market Update 5/4/2021

The WWM Financial Podcast 

In this episode, we discuss interest rates, inflation trends, and third-quarter estimated tax payments, with the deadline approaching. Tune in now to separate the sound from the noise so you can make good financial decisions!

Recorded 9/12/2024

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.

Market Outlook & Tax Planning Strategies for 2021

Market Outlook & Tax Planning Strategies for 2021

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Market Outlook & Tax Planning Strategies For 2021

This is the replay of our live virtual client appreciation event hosted on February 17, 2021.

Managing Partner Steve Wolff discusses the market outlook for 2021.

Guest Speaker Rachel Ivanovich, E.A., M.B.A. shares tax planning strategies for 2021.

Carolyn Grant, Executive Director of the Museum of Making Music in Carlsbad gives us a sneak peak of recent renovations and featured multimedia experience.

Timestamps are provided below for each segment of the recording.

3:25 Brief virtual tour of the Museum of Making Music in Carlsbad.

9:51 Market Outlook for 2021

22:24 Tax Strategies for 2021

Podcast E.3. Oil Feuds & COVID-19

Podcast E.3. Oil Feuds & COVID-19

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The Corona Virus grows exponentially, oil feuds fuel the fire and markets free fall. The Advisers at WWM Financial share their thoughts.

You can find more episodes of the WWM Financial Podcast at http://wwmfinancialpodcast.com.

 

Podcast E.2. Corona Virus Roundtable. Is Panic Setting In?

Podcast E.2. Corona Virus Roundtable. Is Panic Setting In?

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Corona Virus Roundtable.

The Advisers at WWM Financial meet for a roundtable to discuss the gravity of the Corona Virus. Is panic setting in?

You can listen to more episodes at http://wwmfinancialpodcast.com.

If you have any questions or concerns you can reach our Advisors at 760-692-5190.

WWM Financial is an SEC-Registered Investment Adviser

Schwab Impact Conference 2019 (Summary)

Schwab Impact Conference 2019 (Summary)

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Schwab Impact Conference 2019 (Summary)

In this video update Steve and Catherine summarize what they learned at the Charles Schwab Impact 2019 Conference.

They highlight interesting opinions from industry professionals about the economy and current global affairs and their potential effects on the markets, interest rates, and dividends.

Nothing in this presentation should be construed as investment advice. Everyone’s circumstances are different and the information provided may or may not be of any benefit to you. Please consult an investment professional before investing. WWM is an SEC-registered investment adviser.