stock market news – WWM Financial

The #1 Mistake Sellers Are Making In Today’s Housing Market And How To Avoid it

Feb 12, 2026

Markets are shifting, mortgage rates are hovering near 6.9%, and the Fed’s next move is anything but certain. This week, we break down what’s really happening beneath the headlines—small caps bouncing, the Nasdaq still lagging, and why AI spending and 100-year bonds are raising eyebrows

Special guest J.R. Phillips, local Carlsbad broker and probate real estate specialist, joins us for a candid conversation about today’s housing market. Is it a buyer’s market? Seller’s market? Not quite. It’s a price-it-right-or-pay-the-price market. Homes are either selling in under 20 days—or sitting for 100+

We also unpack:

The “magic” mortgage rate that unlocks buyer demand
Why 5.5% could change everything
The growing impact of divorce, widowhood, and step-up in basis planning
Insurance headaches and California’s looming “zero zone” rules
Why sellers need an exit strategy before listing

Plus: Fear & Greed Index update (we’re back to neutral), tax season reminders, and details on our upcoming Her Financial Year workshop.

If you own real estate—or are thinking about it—this is an episode you’ll want to hear before making your next move.

Date Recorded: 02/12/26

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Disclosure:

WWM Financial is an SEC Registered Investment Advisor

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 and how we may be able to assist. 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. As always please remember investing involves risk and possible loss of principal capital. Tax considerations presented may not be appropriate every individual circumstance. A tax professional should be consulted before making any decisions about your tax liability. wwmfinancial.com | 760.692.5190

How This Little Known Tax Secret Can Save You Thousands

Jun 26, 2025

In this episode of The WWM Financial Podcast, we reveal a little-known tax secret that could save high-income investors thousands of dollars—yet it’s often missed, even by experienced professionals. We break down how it works, who qualifies, and why now is the perfect time to take advantage of it. We also explore how the rise of artificial intelligence (AI) is creating powerful investment opportunities. From automation to machine learning and real-world applications across industries, AI is reshaping the future—and savvy investors are taking notice. We discuss where the smartest money is going, which sectors stand to benefit most, and how to position your portfolio to capitalize on this innovation.

Watch the video above or click the link here to listen: https://wwmfinancial.com/podcast/

If you want to understand what’s going on in the economy, get better insight into the financial markets, and separate the sound from the noise so you can make good financial decisions, tune in now!

Date Recorded: 6/26/2025

Schedule A FREE Call

Disclosure:

WWM Financial is an SEC Registered Investment Advisor

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 and how we may be able to assist. 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. As always please remember investing involves risk and possible loss of principal capital. Tax considerations presented may not be appropriate every individual circumstance. A tax professional should be consulted before making any decisions about your tax liability. wwmfinancial.com | 760.692.5190

Why You Should Not Let the Mainstream Media Affect Your Money

Jun 5, 2025

In this episode of the WWM Podcast, we dive into the latest movements in indexes, CDs, and bonds, and explain what they could mean for your portfolio. We explore the rising influence of negative media narratives and why smart investors should avoid making knee-jerk decisions based on headlines. With potential Federal Reserve rate cuts on the horizon, we discuss proactive financial strategies—like reviewing your estate plan, updating your will, adjusting your budget, and reassessing your tax withholdings—to help keep your long-term plan on track. Our advisers also unpack Senator Rand Paul’s recent warnings about the growing national debt and explore how fiscal policy and market shifts could shape the future of wealth preservation. If you’re looking to stay informed and strategic in a rapidly changing environment, this episode is packed with the insight you need.

If you want to understand what’s going on in the economy, get better insight into the financial markets, and separate the sound from the noise so you can make good financial decisions, tune in now!

Date Recorded: 6/5/2025

Schedule A FREE Call

Disclosure:

WWM Financial is an SEC Registered Investment Advisor

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 and how we may be able to assist. 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. As always please remember investing involves risk and possible loss of principal capital. Tax considerations presented may not be appropriate every individual circumstance. A tax professional should be consulted before making any decisions about your tax liability. wwmfinancial.com | 760.692.5190

Trump’s Election On The Market

Nov 8, 2024

In this episode, Catherine, Steve, Vince, and Greg dive into the latest market updates following Trump’s election, including a stock update, rate cuts, and the performance of small-cap stocks. We discuss how Trump-related stocks performed and challenges with tariffs. Plus, we cover the expectations for reduced corporate regulations and potential impacts of Trump’s immigration policy. With many more topics on current CD rates and changes to 2025 gift tax and retirement planning, here are key insights to our evolving market.

If you want to understand what’s going on in the economy, get better insight into the financial markets, and separate the sound from the noise so you can make good financial decisions, tune in now!

Date Recorded: 11/7/2024

Schedule A FREE Call

WWM Financial is an SEC Registered Investment Advisor.

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 provided education about the financial industry and how we may be able to assist. 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. As always please remember investing involves risk and possible loss of principal capital. Tax considerations presented may not be appropriate every individual circumstance. A tax professional should be consulted before making any decisions about your tax liability.

STOCK MARKET | JUNE 21, 2024

Jun 21, 2024

The WWM Financial Podcast

If you want to understand what’s going on in the economy, get better insight into the financial markets, and separate the sound from the noise so you can make good financial decisions, tune in now!

Recorded 6/20/2024

Schedule A FREE Call

WWM Financial is an SEC Registered Investment Advisor

The opinions expressed in this content 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.