Decrypting the Investment Industry Puzzle By Scott McClatchey, CFP® Confused by all the industry jargon many financial professionals like to use? You’re not alone. Equity, fiduciary, wirehouse, robo-advisors, fixed income, and ETF’s are but a few words which may be confusing if you’re not familiar with this industry. In this article, I’ll hopefully give you [...]
Click on the image above to view Podcast Episode 11. What is going on with GameStop? Today, we're going to talk a little bit about what the heck is going on with GameStop and Reddit and some of the other stocks that have gone crazy on the stock exchange over this last week. So, the [...]
If I asked you what happened in the summer of 1969, what would you say? For those answering Woodstock, you’re right, the groundbreaking Woodstock Music & Art Fair took place over 3 days in August 1969 on a farm in Bethel, NY. The cultural significance of Woodstock persists, and in some sense, is arguably more relevant today [...]
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 [...]
What do tennis greats Bjorn Borg, John McEnroe, Chris Evert, and Rafael Nadal have in common, and what can they teach you about investing? by Scott McClatchey, CFP® Do you remember watching Bjorn Borg play tennis during the 1970’s? He won 6 French Open and 5 consecutive Wimbledon titles between 1974 and 1981, becoming the [...]
Click on the image above to watch this video. The WWM Finanical Podcast, Episode 4 This is the First of Steve's Stock Stories. In this episode Steve takes on the myth that "you can't beat the market" with a story about Bed Bath and Beyond. This episode was recorded on April 24th, 2020 The opinions [...]
Click on the image above to watch the video What is a Mutual Fund? In Today's Investing Basics For Savvy Women, Steve covers "What is a Mutual Fund". Steve Wolff is a Managing Partner at Savvy Women Wealth Management in Carlsbad California. We run a Savvy Women Wealth Practice in Carlsbad, California offering financial planning [...]
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The Savvy Minute: What is a REIT? Today's tip will cover "What is a Real Estate Investment Trust?" To watch this video click on the image above.