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Stock Market Update | April 2022

 Click on the image above to view this video. Stock Market Update April 4th, 2022 Wondering why the market rallied so much in March of 2022, how rising interested rates has historically affected the stock market, and which kind of investments have provided the greatest returns? Tune in for this month’s Stock Market Update [...]

By |2022-04-08T11:10:46-08:00April 7th, 2022|Market Update|0 Comments

U.S. Stock Market: Analysis and Current Outlook

 Click on the image above to view this video. U.S. Stock Market: Analysis and Current Outlook The WWM Financial advisors, Certified Financial PlannersTM and portfolio managers gather to discuss their take on current market conditions as of March 9, 2022. How can market volatility affect your investment portfolio? Once you consider the war, supply [...]

By |2022-03-11T13:42:34-08:00March 11th, 2022|Blog, Podcast|0 Comments

Examples of Concentration Risk

Click on the image above to view this video. Examples of Concentration Risk Do you have stock options that have grown to be a large position of your portfolio? Are you consolidated in a few investments? In this episode of Steve’s Stock Stories, Steve Wolff and Greg Carroll, CFP® discuss a couple examples of concentration [...]

By |2022-03-10T11:49:37-08:00March 7th, 2022|Blog, Podcast|0 Comments

Stock Market Update | March 2022

Click on the image above to view this video. Stock Market Update February 28th, 2022 Wondering why the Stock Market is so volatile? How stable the US Economy is and how potential conflict has influenced the stock market historically? Tune in to listen to Steve Wolff, Managing Partner at WWM Financial, give his perspective on [...]

By |2022-03-10T11:50:48-08:00March 1st, 2022|Blog, Market Update|0 Comments

Stock Market Update February 1, 2022

Click on the image above to view this video. Stock Market Update February 1, 2022 What is happening with Russia, the stock market, and inflation? Is the stock market and economy still intact? In this month's Stock Market Update, Steve Wolff discusses what has occurred in January relating to the stock market, inflation, raising interest [...]

By |2022-03-10T11:51:37-08:00February 3rd, 2022|Investing, Market Update|0 Comments

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

Truth About Crypto Taxation

Click on the image above to watch this video. Truth About Crypto Taxation Have you made a mistake with cryptocurrency and not planned for the taxes? Learn how to understand the tax implications surrounding cryptocurrency without understanding the tax code. This little-known podcast helps you understand your taxes from trading cryptocurrencies.     FREE Report: [...]

By |2022-03-14T10:44:34-08:00December 8th, 2021|Crypto, Tax Planning|0 Comments

Stock Market Update | November 2021

 Click on the image above to watch November's Stock Market Update. Stock Market Update 11/5/2021 What is going on with the stock market? Is the stock market still in-tact? Steve Wolff, Managing Partner at WWM Financial, dives into what has occurred in October and where we are currently with the stock market. Steve discusses [...]

By |2022-03-14T15:37:30-08:00November 4th, 2021|Market Update|0 Comments

Stock Market Update 10/6/2021

 Click on the video above to watch September's Stock Market Update. Stock Market Update 10/6/2021 In this month’s Stock Market Update, Steve Wolff (Managing Partner) summarizes what has occurred in September. This ranges from market indices, bond yields, inflation, value vs growth stocks, the Evergrande drama and supply chain issues, government funding, etc.   [...]

By |2022-03-14T15:43:24-08:00October 6th, 2021|Market Update|0 Comments

Stock Market Update 9/1/2021

 Click on the video above to watch September's Market Update. Stock Market Update 9/1/2021 In this months Stock Market Update, Steve Wolff discusses tapering, historical stock market performance, inflation and retail investors.       FREE Report: 5 Investing Secrets Every Investor Needs to Know Avoid making bad investment decisions, this little known report [...]

By |2022-03-14T15:45:36-08:00August 30th, 2021|Market Update, Podcast|0 Comments