Markets don’t move in a straight line—and this week proved it. In this episode, the WWM team breaks down a whirlwind week filled with geopolitical tension, AI uncertainty, shifting oil prices, and a volatile stock market. With headlines dominating the news cycle, investors are left wondering: is this just noise, or something bigger?
Catherine Magaña, Rachel Ivanovich, Greg Carroll, and Steve Wolff unpack what’s really happening beneath the surface. From market swings and Fed rate expectations to the surprising resilience of economic data, the conversation highlights why perspective matters when volatility spikes.
The team also dives into historical market behavior during wars and geopolitical events—and the data may surprise you. While short-term reactions can be dramatic, history shows that markets often recover and move higher over time.
On the tax side, Rachel shares important trends she’s seeing this filing season, including increased scrutiny on pass-through entities, passive loss limitations, charitable deduction documentation, and a few lesser-known reporting quirks that could impact refunds.
Plus, a timely reminder for anyone relocating between states: residency rules—especially in California—can be far more complicated than many people realize.
If recent headlines have you feeling uneasy about your investments or taxes, this episode offers context, perspective, and practical insight to help you stay focused on the long game.
Date Recorded: 03/05/26
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
