How Bond Yields Impact Stocks And Investors

How Bond Yields Impact Stocks And Investors

Sep 11, 2026

What happens when bonds start competing harder for investors’ attention? As yields climb, the effects can reach beyond the bond market—shaping stock valuations, investor decisions, and expectations for where markets could go next.

In this episode, the WWM Financial team discusses why the 10-year Treasury approaching 5% matters and how higher yields can create pressure for stocks, particularly growth stocks. They also explore how changing yields can influence the tradeoff investors face between stocks and bonds.

⏱️ Bond Yields, Stocks & Investors: 5:08–10:36

The conversation covers what could keep yields elevated, including inflation, oil prices, government and corporate bond issuance, and the outlook for interest rates. Plus, the team discusses individual bonds, bond ladders and bond funds, along with year-end tax planning, Roth catch-up contributions, estate planning, and the latest economic and market signals.

As markets face changing yields, understanding the connection can help investors put today’s market moves into perspective.

Date Recorded: 9/10/26

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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

Could Your Money Work Harder Than Paying Off Your Mortgage?

Could Your Money Work Harder Than Paying Off Your Mortgage?

Sep 3, 2026

Paying off your mortgage may feel like the obvious financial move—but is it always the right one? In this episode, the WWM Financial team explores the factors that can make this decision more complicated than it seems. From low interest rates and taxes to opportunity cost, cash flow, and peace of mind, there’s more to consider before saying goodbye to your mortgage. The bigger question isn’t simply whether you can pay it off—it’s what makes the most sense for your overall financial picture.

Plus, the team discusses:

  • The market tug-of-war between inflation, interest rates, earnings, and economic growth

  • Why investors could see continued market volatility

  • Tax considerations when selling a longtime family home

  • Planning opportunities when moving into a continuing care retirement community

  • Potential changes to the capital gains exclusion on home sales

Sometimes the most obvious financial move deserves a second look. Question the payoff, understand the tradeoffs, and make the decision that fits your bigger financial picture.

Date Recorded: 9/03/26

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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

Can Your Retirement Survive Long-Term Care Costs?

Can Your Retirement Survive Long-Term Care Costs?

Aug 27, 2026

Can your retirement survive the rising cost of long-term care? It may be one of the most important risks missing from your financial plan.

In this episode, Catherine Magaña, Greg Carroll, and Vince Stefano welcome special guest Robert Sharon, a Certified Financial Planner and Accredited Estate Planner with decades of experience in insurance and long-term care planning. Robert breaks down why a long-term care event can put even a well-funded retirement under pressure—and why simply having significant assets doesn’t mean you should ignore the risk.

They discuss:

• The potentially significant cost of in-home care, assisted living, and memory care

• Whether it makes sense to self-insure for long-term care

• Traditional coverage vs. hybrid and life insurance strategies

• Protecting a spouse when one partner needs extended care

• Why you may only need to cover part of the risk

• The “forgotten risk” that could be hiding in your retirement plan

Long-term care planning isn’t about over-insuring—it’s about understanding the risk and making sure your retirement strategy is prepared for the unexpected.

Date Recorded: 8/27/26

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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

AI Investing Is Entering Its Next Phase!

AI Investing Is Entering Its Next Phase!

Jul 30, 2026

The AI story isn’t over, it’s evolving. As AI investing enters its next phase, understanding the bigger picture has never been more important. Join Catherine, Rachel, and Vince as they break down recent market developments, evolving investor expectations, and what they could mean for long-term investors.

Recent market swings don’t always tell the full story. Learn why separating short-term headlines from long-term trends is essential, how institutional investors are responding to today’s AI landscape, and why staying disciplined can help you make more confident investment decisions as the next phase unfolds.

In this episode, you’ll learn:

  • Why AI investing may be entering its next phase

  • What recent market moves could really be signaling

  • The difference between short-term hype and long-term opportunity

  • How investor expectations are influencing today’s markets

  • Why having a disciplined financial plan matters when markets change

The next phase of AI investing isn’t just about new technology—it’s about recognizing how changing market conditions, earnings, and investor sentiment can shape future opportunities. Tune in to gain practical insights that can help you stay focused on your long-term financial goals, no matter what the headlines say.

Date Recorded: 07/30/26

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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

Before You Pass Down Assets, You Need To Know This!

Before You Pass Down Assets, You Need To Know This!

Jul 9, 2026

Passing down assets may seem straightforward, but one overlooked decision could create unexpected taxes, legal headaches, or even change how much your loved ones ultimately receive. Before you make an estate planning move, this episode uncovers the hidden details every family should understand.

The WWM Financial team explores the trust mistakes that can derail your wishes, why step-up in basis and gift tax rules matter, and how properly titling assets can make all the difference when transferring wealth.

You’ll also hear practical insights on rolling over company stock, the tax advantages of Net Unrealized Appreciation (NUA), how to avoid common retirement account rollover mistakes, and why thoughtful planning—not quick decisions—can help preserve more of your wealth.

In this episode, you’ll discover:

• Why trusts still fail without proper planning.

• The hidden tax rules that can impact inherited assets.

• How asset titling affects your estate plan.

• When NUA may be a smarter alternative to rolling over company stock.

• Common retirement planning mistakes that can have lasting financial consequences.

A few planning decisions today could make a lasting difference for your family tomorrow.

Date Recorded: 07/09/26

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