Sep 8, 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...
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 |...
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
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...