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The WWM Financial Podcast

WWM Financial is an SEC-Registered Investment Adviser | Disclaimers

Nov 8, 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...

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...