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The WWM Financial Podcast

WWM Financial is an SEC-Registered Investment Adviser

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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...


Mar 14, 2022

Do you have stock options that have grown to be a large position of your portfolio? Are you consolodated in a few investments?

In this episode of Steve's Stock Stories, Steve Wolff and Greg Carroll, CFP® discuss a couple examples of concentration risk and some misconceptions about this type of risk. Within 15...


Mar 14, 2022

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 and housing markets were affected but also the...


Mar 14, 2022

The WWM Financial advisors, Certified Financial Planners™ 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 chain issues and rising inflation there can be a large shift in...