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 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.
WWM Financial is an SEC-Registered Investment Advisor
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 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.
WWM Financial is an SEC-Registered Investment Advisor
Click on the image above to view this Proactive Wealth Process video.
Tax Planning for Investors
In this Proactive Wealth Process discussion we focus on Tax Planning for Investors with IRS Enrolled Agent, Rachel Ivanovich, MBA and Chief Leadership Officer of Easy Life Management.
Rachel Ivanovich of Easy Life Management can be reached at 760-730-1817 or rachel@elmtax.com. You can learn more about Easy Life Management at https://www.elmtax.com
Catherine Magaña is a CFP® or CERTIFIED FINANCIAL PLANNER TM and Managing Partner at Savvy Women Wealth Management in Carlsbad California.
