Aug 5, 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 |...
Jul 8, 2022
In this market update Steve reviews the June performance of the major indexes, the few stocks in the Dow Jones that had gains, bond losses, the real estate market, the 10 stocks who’s market values plunged the most, the 10 stocks that have fallen the most, the fear and greed index, the yield curve and Steve’s take...
Jul 1, 2022
Welcome to Steve’s Stock Stories, Season 3, Episode 6 of the WWM Financial Podcast.
In this episode, Greg Carroll and Steve Wolff discuss structured notes.
So, if you want to potentially reduce downside risk in a volatile market then tune into this episode.
In this episode, you'll discover:
- What structured notes...
May 9, 2022
In this market update Steve provides a recap of the stock market in April. He discusses investor sentiment, the S&P index PE ratio, and a new economic indicator. Recorded May 2, 2022.
If you are concerned whether your financial plan is still on the right track and are worried about taking more risk than...
Apr 29, 2022
In this episode, Gita Nassiri, CPA, JD, MBT and
Catherine Magaña, CFP® discuss Estate Planning for 2022 and some
changes that have occurred.
So if you want to prepare your estate for your
heirs, understand the new gifting and estate tax exclusions,
and ensure your estate does not go into probate so you
can have peace...