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The WWM Financial Podcast

WWM Financial is an SEC-Registered Investment Adviser

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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...