Show cover of The WWM Financial Podcast

The WWM Financial Podcast

The real scoop about money, investing, business and the economy. WWM Financial is an SEC Registered Investment Adviser. Disclaimers at: https://wwmfinancial.com/disclaimers

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Stock Market Update | April 11, 2024
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! 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. 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. Wolff Wiese Magana, LLC dba WWM Financial, Savvy Doc Financial Planners, Savvy Women Wealth Management is a registered investment advisor with the SEC.  https://wwmfinancial.com | (760) 692-5190 Recorded April 11, 2024
15:21 4/12/24
Stock Market Update | March 28, 2024
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! 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. 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. Wolff Wiese Magana, LLC dba WWM Financial, Savvy Doc Financial Planners, Savvy Women Wealth Management is a registered investment advisor with the SEC.  https://wwmfinancial.com | (760) 692-5190 Recorded 3/28/24
10:34 3/28/24
Artificial Intelligence Part 2 - The Risks
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! 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. 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. Wolff Wiese Magana, LLC dba WWM Financial, Savvy Doc Financial Planners, Savvy Women Wealth Management is a registered investment advisor with the SEC. https://wwmfinancial.com | (760) 692-5190 Recorded 3/14/2024
17:46 3/15/24
Market Talk | Tax Deductions and Credits
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! 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. 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. Wolff Wiese Magana, LLC dba WWM Financial, Savvy Doc Financial Planners, Savvy Women Wealth Management is a registered investment advisor with the SEC. https://wwmfinancial.com | (760) 692-5190
14:39 3/7/24
Artificial Intelligence Part 1
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! https://wwmfinancial.com | (760) 692-5190 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. 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. Wolff Wiese Magana, LLC dba WWM Financial, Savvy Doc Financial Planners, Savvy Women Wealth Management is a registered investment advisor with the SEC.
15:46 2/29/24
Stock Market Update | February 22, 2024
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! https://wwmfinancial.com | (760) 692-5190 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. 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. Wolff Wiese Magana, LLC dba WWM Financial, Savvy Doc Financial Planners, Savvy Women Wealth Management is a registered investment advisor with the SEC.
13:46 2/23/24
Stock Market Update | February 15, 2024
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! https://wwmfinancial.com | (760) 692-5190 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. 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. Wolff Wiese Magana, LLC dba WWM Financial, Savvy Doc Financial Planners, Savvy Women Wealth Management is a registered investment advisor with the SEC.
20:51 2/23/24
Stock Market Update | February 9, 2024
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! https://wwmfinancial.com | (760) 692-5190 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. 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. Wolff Wiese Magana, LLC dba WWM Financial, Savvy Doc Financial Planners, Savvy Women Wealth Management is a registered investment advisor with the SEC.
17:51 2/12/24
Market Talk | Feb. 1, 2024
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!  https://wwmfinancial.com | (760) 692-5190 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. 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. Wolff Wiese Magana, LLC dba WWM Financial, Savvy Doc Financial Planners, Savvy Women Wealth Management is a registered investment advisor with the SEC.
14:33 2/2/24
Stock Market Update | January 26, 2024
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! https://wwmfinancial.com | (760) 692-5190 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. 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. Wolff Wiese Magana, LLC dba WWM Financial, Savvy Doc Financial Planners, Savvy Women Wealth Management is a registered investment advisor with the SEC.
20:15 1/31/24
Stock Market Update | January 18
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! https://wwmfinancial.com | (760) 692-5190 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. 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. Wolff Wiese Magana, LLC dba WWM Financial, Savvy Doc Financial Planners, Savvy Women Wealth Management is a registered investment advisor with the SEC.
13:29 1/24/24
Market Talk | Inflation
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! https://wwmfinancial.com | (760) 692-5190 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. 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. Wolff Wiese Magana, LLC dba WWM Financial, Savvy Doc Financial Planners, Savvy Women Wealth Management is a registered investment advisor with the SEC.
11:35 1/18/24
Stock Market Update | January 4, 2024
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! https://wwmfinancial.com | (760) 692-5190 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. 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. Wolff Wiese Magana, LLC dba WWM Financial, Savvy Doc Financial Planners, Savvy Women Wealth Management is a registered investment advisor with the SEC.
21:56 1/9/24
Stock Market Update | December 21, 2023
Welcome to Market Talk, where we delve into the latest financial insights and discuss the key considerations for the year-end. Segment 1: Year-End Tax Planning Required Minimum Distributions (RMDs) and their implications for retirees. Inherited IRAs: Strategies and tax considerations. Segment 2: Market Update Santa Claus Rally: Analyzing historical trends and factors influencing year-end market behavior. Federal Reserve's role: Discussion on current rates and potential rate cuts. Segment 3: Economic Landscape: GDP and Consumer Spending: Impact on the market and broader economic trends. Travel Industry: Examining its recovery and potential market effects. Inflation: Current levels, concerns, and its influence on investment decisions. Segment 4: Technology and Market Dynamics AI's Impact: Exploring how Artificial Intelligence influences markets and the broader economy. Segment 5: Looking Ahead - 2024 Predictions Speculations and insights into potential market trends and economic developments. Segment 6: Auto Industry Trends Hybrid Vehicles vs. EVs: Analyzing the ongoing shift in the automotive industry. Segment 7: Bonds and Fixed Income Overview of bond markets: Current conditions and considerations for investors. Segment 8: Political Landscape and Market Impact Election Influence: Examining how political events may affect the financial markets. Conclusion: Thank you for joining us on Market Talk. As we approach the end of the year, it's crucial to consider these factors in your financial planning. Stay tuned for more insightful discussions in our future episodes. If you enjoyed the podcast, please subscribe, leave a review, and share with your network. Until next time, happy investing! Disclaimer 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. 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. Wolff Wiese Magana, LLC dba WWM Financial, Savvy Doc Financial Planners, Savvy Women Wealth Management is a registered investment advisor with the SEC.
18:43 12/22/23
Stock Market Update | December 7, 2023
📈 Explore the dynamic world of Markets, Investing & Planning in our latest video! 🌐 Join us as we navigate through the intricate landscape of financial topics, delving into the Shift in Money Flow and addressing the burning question on everyone's mind: "Is the market going to crash?" Discover the nuances between the deficit and the debt, and gain insights into the impact of Government Spending & Consumer Spending on economic landscapes. Uncover the mysteries of Interest Rates and get a comprehensive overview of the current state of the economy. Dive into the realms of Inflation and Artificial Intelligence, exploring their roles in shaping financial trajectories. Gain valuable knowledge on Housing Affordability and understand the significance of Beneficiaries & Contingent Beneficiaries in financial planning. Explore the strategic world of Roth Conversions and the intricacies of Bond investments, all while preparing for the future with effective Planning for next year. Stay informed, stay ahead! 🏠📉 Are you ready to unravel the secrets of financial markets? Watch our video now for a comprehensive journey through these essential topics! 💼💰 #Finance #Investing #EconomicInsights #FinancialPlanning https://wwmfinancial.com  |  760.692.5190 Disclaimer 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. 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. Wolff Wiese Magana, LLC dba WWM Financial, Savvy Doc Financial Planners, Savvy Women Wealth Management is a registered investment advisor with the SEC.
16:38 12/20/23
Tax Prep for The New Year & Navigating Financial Landscapes
Hosts: Catherine Magaña, CFP® (Managing Partner), Steve Wolff, CFP® (Managing Partner), Greg Carroll, CFP® (Wealth Advisor), Rachel Ivanovich (Tax Strategist and Wealth Advisor). Episode Highlights: What does the $1.8 billion Realtor lawsuit mean for real estate? -          The hosts dive into a discussion about the recent Realtor lawsuit concerning real estate fees, exploring its implications for the industry and potential impacts on the real estate market. Interest Rates: -          The team analyzes current interest rate trends and their effects on the market. Economic Slowdown and Possible Recession: -          An overview of the economic landscape, addressing concerns about a slowdown and the potential for a recession. Planning Tips to Prepare for Next Year: -          The hosts offer valuable tips for financial planning in the upcoming year, emphasizing proactive measures to secure financial well-being. Tax Planning: A detailed exploration of tax planning strategies in preparation for the new year. -          Flexible Spending Account (FSA): o   Assessing the FSA balance to make informed decisions about healthcare expenses. -          W-2 Withholding: o   Guidance on checking and adjusting W-2 withholdings for optimal tax outcomes. -          Retiree Considerations: o   Advising retirees to stay ahead by fulfilling estimated tax payments to avoid penalties. -          Capital Gains and Losses: o   Cautionary advice on offsetting large gains with losses and navigating wash sale rules. -          Required Minimum Distributions (RMDs): o   Ensuring RMDs are met to avoid penalties and stay in compliance with retirement account regulations. -          Salary Deferrals, IRA Contributions, and Donations: o   Discussing strategies such as salary deferrals, IRA contributions, and charitable donations to optimize tax benefits. -          Gifting and Appreciated Stock: o   Exploring gifting limits, charitable distributions, and the potential advantages of donating appreciated stock to charity. Closing Thoughts: The episode wraps up with a recap of key insights and a reminder to stay proactive in your financial planning. Episode Recorded on 11/20/2023. wwmfinancial.com | 760.692.5190 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. 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.
12:10 11/22/23
3 Big Retirement Planning Questions | Proactive Wealth Process
Welcome To The Proactive Wealth Process. In this episode, Rachel Ivanovich and Catherine Magaña discuss 3 big questions. So if you want to know how much to save, what to invest in, and when to start investing so you can avoid running out of money in retirement, tune in now! In this episode, you'll discover: “3 Big Retirement Planning Questions ” ·         How much money do I need in retirement? ·         What investments should I be in? ·         When you should I start investing for retirement? Learn more about how you can retire comfortably and remain comfortably retired at wwmfinancial.com Thanks for Tuning In! Thanks so much for being with us this week. If you enjoyed this episode on 3 big questions, please share it with your friends. Don't forget to subscribe to the show on iTunes to get automatic episode updates for our "Proactive Wealth Process!" Thanks for listening! wwmfinancial.com | 760.692.5190 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. 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.
14:22 11/13/23
Navigating Market Turmoil
  In this installment of WWM Talks, we unravel the intricacies of markets, address pressing concerns, and unveil invaluable tips for seasoned investors and beginners alike. Tune in as we discuss the rising topic of bonds and why timing the market is so tricky.  Join us as Steve reveals a common retirement mistake that could potentially jeopardize your nest egg, providing essential insights for safeguarding your financial future. Vince passionately underscores the transformative power of technology, painting a compelling vision of the investment landscape shaped by innovation. Catherine shares the recent changes in IRS retirement plan contribution limits, arming yourself with knowledge that empowers your financial decisions. Greg discusses how we are influenced by the realities of a tumultuous world. Discover how these events trigger short-term thinking among investors and learn from our experts as they guide you towards rational, level-headed decision-making. Tune in now and equip yourself with the wisdom to navigate the financial landscape with confidence!  Episode recorded 11/3/2023 WWM Financial is an SEC Registered Investment Advisor wwmfinancial.com (760) 692-5190 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. 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.
15:07 11/8/23
Should We Be Worried About The Market?
People have been asking Steve if they should be worried about the stock market. For the last 2-3 months the markets have been down, bonds have been down and interest rates are up. In this episode Steve, Catherine and Rachel discuss what's causing this and should you panic.  WWM Financial is an SEC Registered Investment Advisor wwmfinancial.com (760) 692-5190 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. 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.
14:46 10/27/23
Stock Market Update | June 2023
In this stock market update Steve breaks down what happened in May. So, 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. In this episode Steve covers: The national debt, the banking sector, the credit markets, fear and greed, several recession indicators, performance of the indices and artificial intelligence. Thanks for tuning in! https://wwmfinancial.com | 760.692.5190 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. 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 in directly. As always please remember investing involves risk and possible loss of principal capital; please seek advice from a licensed professional.
16:03 6/9/23
Stock Market Update | May 2023
In this stock market update Steve shares, his opinion regarding the Fed’s activity. He discusses inflation, performance of the markets, the regional bank issues, interest rates as well as the fear and greed index. Recorded May 5, 2023 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. 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.  
17:01 5/10/23
Stock Market Update | April 2023
In this stock market update. Steve discusses the regional bank crisis, its impact on the credit markets and how that may affect the economy.  He recaps the March performance of the major indices as well as the fear and greed index. This video was recorded April 11, 2023   https://wwmfinancial.com | 760.692.5190    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. 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 lease remember investing involves risk and possible loss of principal capital; please seek advice from a licensed professional.
10:40 4/14/23
Stock Market Update | March 2023
In this stock market update Steve discusses the new phase of the bear market, the fear and greed index, the financial markets, the happiness index and more. https://wwmfinancial.com | 760.692.5190 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. 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 lease remember investing involves risk and possible loss of principal capital; please seek advice from a licensed professional.
14:08 3/9/23
Stock Market Update | February 2023
The show producer has not yet provided a description for this episode.
16:01 2/8/23
Stock Market Update | January 2023
In this market update Steve re-caps December and the year 2022. He discusses and provides his insight on the indices, bonds, crypto, inflation and volatility. 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. 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. The performance data discussed represents past performance, which is not a guarantee of future results. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost. Presentation not for comparative purposes.” The five passive bond funds depicted do not represent all bond funds. Past performance is not indicative of future results. A risk of bond funds is that increases in interest rates may cause the price of the bonds in the portfolio to decrease—pricing the fund’s net asset value (NAV) lower. The two cryptocurrencies depicted do not represent all cryptocurrencies. Cryptocurrency exchanges are not members of SIPC. Therefore, unless user terms specify otherwise, investors with cryptocurrency assets commingle on a custodial cryptocurrency exchange could potentially lose their funds as unsecured creditors. Past performance is not indicative of future returns. Presentation is not for comparative purposes.
17:15 1/12/23
Stock Market Update | December 2022
In this market update Greg Carroll, CERTIFIED FINANCIAL PLANNER™ discusses the domestic market indices, emerging markets, the looming recession and the possible “Santa Clause Rally”. This video was recorded on Dec. 2, 2022. 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. 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.
09:05 12/7/22
Stock Market Update | November 2022
In this November market update Steve recaps October. He discusses market index performance month over month, year to date and from the market highs. He releases his latest poem, “The Stock Market Forecast” from his CERTIFIED FINANCIAL POET® collection. He highlights an interesting Kiplinger article that looks at data from past markets that were up 10% month over month and historically what has happened. Then he taps into his crystal ball to predict what the Fed is going to do with interest rates. He covers earnings,  fixed income investments, inflation and the economy. 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. 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.
11:21 11/8/22
Stock Market Update | October 2022
In this stock market update Steve discusses the recent drop in the market and possible culprits. WWM Financial is an SEC Registered Investment Advisor.
09:39 10/7/22
Stock Market Update | September 2022
In this market review, Steve discusses the major indices, bonds and real estate. This last month it’s been all about Jerome Powell and the Fed. 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. 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.
07:40 9/8/22
Stock Market Update | August 2022
In this stock market update Steve brings back the Certified Financial Poet, discusses the performance of the major indices, if we’ve hit bottom, inflation, the Fed, the 200-day moving average, what that could mean and if we are in a recession. This update was recorded on August 2, 2022 Phone: (760) 692-5190  | https://wwmfinancial.com WWM Financial is an SEC Registered Investment Advisor.
07:59 8/5/22