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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

Small Business Community Impact Award | WWM Financial

Small Business Community Impact Award | WWM Financial

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Presented by the Carlsbad Chamber of Commerce, the 2018 Small Business Awards recognize the leaders in the Carlsbad business community.

Small Business Community Impact Award – Given to a business that has created a measurable impact on the community and integrated its charitable activities into its operations.

Winner: WWM Financial “If you work for WWM Financial, you must be a hard worker and someone who believes the greatest work in life is helping others.” That is the culture of this Carlsbad independent advisory firm.

Every person in the firm is active in charities, philanthropy and participating in causes that make a difference. They serve as board members, leaders, and volunteers for several charitable groups including:

1) Carlsbad Charitable Foundation

2) Carlsbad Hi-Noon and Evening Rotary Clubs

3) Wolff Family Endowment for Mental Health. As the founders of this endowment fund, the company has raised tens of thousands of dollars to help those with mental illnesses.

4) Soroptimist International Oceanside /Carlsbad.

5) San Diego Nice Guys, by donating time, money & labor to help the less fortunate.

WWM Financial believes that a life of giving gives meaning to life.

Gadgets, Gizmos & Good Health – Susan Taylor, Scripps Health (Audio Recording)

Gadgets, Gizmos & Good Health – Susan Taylor, Scripps Health (Audio Recording)

Gadgets, Gizmos and Good Health (Audio Recording)

By Susan Taylor, Scripps Health

At WWM Financial’s Q1 Brunch at The Canyons in Carlsbad, Ca.

In case you were not able to attend Brunch this is a recording of Susan Taylor of Scripps Health discussing Gadgets, Gizmos and Good Health. Click on the image directly above to listen to the recording.

Listen to Susan Taylor of Scripps Health talk about all the technological advances that they’re testing in clinical trials or have already been approved by the FDA to improve your health. A gadget can be sparkly and monitor the number of steps you take each day. It may look like it’s doing a lot of things, but we Scripps won’t use it unless they see results that confirm these gadgets and gizmos actually improve your health. Susan discusses a multitude of devices that are being used for diabetes, cancer, heart disease and sleep. Some of this technology is implanted in the body. The patient never feels it, but it allows doctors to monitor patients no matter where they are anywhere in the world. The intent of this of technology is to promote better health, and help people live longer, healthier and more productive lives, at a lower cost. Some of this technology is in fact, life-saving.

Compliments of WWM Financial.