financial advisor

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Understanding Bond Risk

 Click on the image above to watch this video. Understanding Bond Risk Don't let reading a long and complex investment book stop you from understand bonds and how they can be affected. Steve Wolff (Founder and Managing Partner) and Greg Carroll, CFP® discuss their experiences during the 2008 Market Collapse and how not just the stock market [...]

By |2022-03-10T11:53:05-08:00January 28th, 2022|Investing, Podcast|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. FREE Report: 5 Investing Secrets Every Investor Needs to Know Avoid making bad investment decisions. To get your free report: Click Here DISCLAIMER: WWM Financial is an SEC- [...]

By |2022-03-15T07:45:36-08:00July 15th, 2021|Blog, Investing, Live Your Life, Podcast, Videos|0 Comments

Tax Planning for Investors

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 [...]

By |2022-03-15T11:35:46-08:00March 11th, 2020|Proactive Wealth Process, Tax Planning|0 Comments

Financial Planner vs Financial Advisor

To view the video click on the image above. What is the difference between a Financial Advisor and a Financial Planner DISCLAIMER: WWM Financial is an SEC- Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where WWM Financial and its representatives are properly licensed or exempt from licensure. Investing involves [...]

By |2022-03-15T13:15:01-08:00June 26th, 2018|Blog, Financial Planning, Investing|0 Comments

Tariffs, Taxes and War – Certified Financial Poetry v.4

Watch the video of Steve's Reading by clicking on the following link or the  image above. Certified Financial Poetry Since taxes are on our minds because Tuesday is the deadline for getting your income tax filed and since the stock market has been jostled around due to talk and tweets about tariffs these days, I am reminded of [...]

By |2022-03-15T13:48:36-08:00April 17th, 2018|Certified Financial Poetry|0 Comments

Your Credit Report and Credit Score

It seems like every time you turn on the TV, someone is trying to “sell you” your credit report or credit score, or trying to help you improve it --- for a small fee, of course. Have you ever actually looked at your credit report? It’s filled with lots and lots of information about your [...]

By |2019-12-17T12:02:09-08:00November 22nd, 2017|Blog, Financial Planning|0 Comments