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Stock Market Update 8/4/2021

 Click on the video above to watch August's Market Update. Stock Market Update 8/4/2021 In this informative yet brief market update, Steve Wolff discusses amazing stock earnings, the Delta Variant and mortgage rates. Transcript below: This is Steve Wolff, and we're going to talk a little bit about what happened in July of 2021, [...]

By |2021-08-05T12:16:49-08:00August 4th, 2021|Blog, Market Update, Videos|0 Comments

Investing in the Tech Era

 Click on the image above to watch the podcast. In this episode: Steve Wolff discusses how excided he is about the investing opportunities in this techno-digital revolution. Full transcription below: Steve Wolff: Hello everyone, this is Steve Wolff with another edition of Steve's Stock Stories. I'm here with my cohort, producer and friend Joscelin [...]

By |2021-07-15T09:31:06-08:00July 15th, 2021|Blog, Investing, Live Your Life, Podcast, Videos|0 Comments

Click on the image above to watch this video. 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. [...]

By |2021-02-23T13:49:11-08:00February 23rd, 2021|Market Update, Videos, WWM Events|0 Comments

What Do You Do With Your Old 401k When You Leave a Company?

Click on the image above to view this Savvy Minute video. In this video Catherine explains what you can do with your 401k when you leave a company. Want to Accomplish More With Your Money? Click on the link below to get your FREE Money 101 video. savvyupnow.com/money101 Catherine Magaña is a CFP® or CERTIFIED [...]

By |2020-07-30T14:15:19-08:00July 30th, 2020|401(k), Retirement Planning, Uncategorized, Videos|0 Comments

Student Loan Management

Click on the image above to view this Proactive Wealth video In this Proactive Wealth Education episode Carter Davis and Anita Algunos of Hope Credit educate us about student loan forgiveness and repayment plans. Yes... there is Hope. If you have more questions for Carter and Anita at Hope Credit you can reach out to [...]

By |2019-12-17T12:02:07-08:00October 29th, 2019|Financial Planning, Proactive Wealth Process, Videos|0 Comments

Interview with Rebecca Ealy, Certified Mortgage Planner and Living Donor

We had the honor of interviewing Rebecca Ealy. A Certified Mortgage Planning Specialist, dynamic woman and more importantly an amazing human being. Rebecca is a big advocate for "Living Donor", an incredible way to give the ultimate gift and save a life. We talk about: Her experience donating one of her kidneys 12:01 Empty Nester [...]

By |2019-12-17T12:02:08-08:00November 13th, 2018|Blog, Videos|0 Comments