Stock Market Update | February 2023
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The WWM Financial Podcast
The real scoop about money, investing, business and the economy.
WWM Financial is an SEC Registered Investment Adviser. Disclaimers at: https://wwmfinancial.com/disclaimers
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Episodes (50)
Stock Market Update | January 2023
In this market update Steve re-caps December and the year 2022. He discusses and provides his insight on the indices, bonds, crypto, inflation and volatility.
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 specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always please remember investing involves risk and possible loss of principal capital; please seek advice from a licensed professional.
The performance data discussed represents past performance, which is not a guarantee of future results. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost. Presentation not for comparative purposes.”
The five passive bond funds depicted do not represent all bond funds. Past performance is not indicative of future results. A risk of bond funds is that increases in interest rates may cause the price of the bonds in the portfolio to decrease—pricing the fund’s net asset value (NAV) lower.
The two cryptocurrencies depicted do not represent all cryptocurrencies. Cryptocurrency exchanges are not members of SIPC. Therefore, unless user terms specify otherwise, investors with cryptocurrency assets commingle on a custodial cryptocurrency exchange could potentially lose their funds as unsecured creditors. Past performance is not indicative of future returns. Presentation is not for comparative purposes.
Stock Market Update | December 2022
In this market update Greg Carroll, CERTIFIED FINANCIAL PLANNER™ discusses the domestic market indices, emerging markets, the looming recession and the possible “Santa Clause Rally”. This video was recorded on Dec. 2, 2022.
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 specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always please remember investing involves risk and possible loss of principal capital; please seek advice from a licensed professional.
Stock Market Update | November 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 data from past markets that were up 10% month over month and historically what has happened. Then he taps into his crystal ball to predict what the Fed is going to do with interest rates. He covers earnings, fixed income investments, inflation and the economy.
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 specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always please remember investing involves risk and possible loss of principal capital; please seek advice from a licensed professional.
Stock Market Update | October 2022
In this stock market update Steve discusses the recent drop in the market and possible culprits.
WWM Financial is an SEC Registered Investment Advisor.
Stock Market Update | September 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 specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always please remember investing involves risk and possible loss of principal capital; please seek advice from a licensed professional.
Stock Market Update | August 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 | https://wwmfinancial.com
WWM Financial is an SEC Registered Investment Advisor.
Stock Market Update | July 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 on the market.
This update was recorded on July 5, 2022.
If you are concerned about the market and would like a review of your portfolio or a second opinion, click on the following link to schedule a call with Steve & Catherine.
https://go.oncehub.com/FREEConsult
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 specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always please remember investing involves risk and possible loss of principal capital; please seek advice from a licensed professional
Structured Notes Explained
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 really are.
- How they protect downside exposure.
- What makes them structured.
- How they work.
- What buffers and barriers are.
- What the biggest risks are.
About Us
Greg Carroll is an expert in risk management, retirement planning and customized investment solutions whose accomplishments include:
- Over 36 years’ experience as a Financial Advisor
- CERTIFIED FINANCIAL PLANNER™ Professional
More Information
Learn more about how you can improve your results investing while reducing downside exposure at https://wwmfinancial.com.
Thanks for Tuning In!
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Thanks for listening!
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 specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always please remember investing involves risk and possible loss of principal capital; please seek advice from a licensed professional.
Stock Market Update May 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 necessary, schedule a free 30-minute consultation here: https://go.oncehub.com/FREEConsult
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 specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always please remember investing involves risk and possible loss of principal capital; please seek advice from a licensed professional.
The WWM Financial Podcast
enMay 09, 2022
Estate Planning - What to Expect in 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 of mind, tune in now!
In this episode, you'll discover:
- Estate Planning Tips For 2022
- Gift and Estate Federal Tax Exemption Updates
- Annual Gift Tax Exclusions
- Step Up in Basis for Assets
- Importance of Titling
- Beneficiary Designations
- A Misconception of Estate Planning
- What Can Occur If There Is Not a Will in Place
- Proposition 19
About Gita Nassiri
Gita Nassiri, CPA, JD, MBT is an expert in Estate Planning whose accomplishments include:
- Practicing since 1994
- Graduated with her law degree from Whittier College
- Master's degree in business taxation with honors from USC
- Active member in California Bar Association Trusts and Estates Section.
- Fluent in French and Spanish
More Information
Learn more about how you can improve your results with Estate Planning with the Blog
Thanks for listening!
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Learn 5 simple steps to avoid making bad investment decision.
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760-692-5190 | wwmfinancial.com
WWM Financial is an SEC Registered Investment Advisor.
Examples of Concentration Risk
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 minutes, learn about what concentration risk is, how it can occur, and how diversification may minimize some of this risk.
To schedule a consultation: Click Here
FREE Report: 5 Investing Secrets Every Investor Needs to Know
Avoid making bad investment decisions. This little-known report reveals 5 better ways to invest in stocks.
To get your free report: Click Here
760-692-5190 | wwmfinancial.com
WWM Financial is an SEC Registered Investment Advisor.
Understanding Bond Risk
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 bond market.
FREE Report: 5 Investing Secrets Every Investor Needs to Know
Avoid making bad investment decisions. This little-known report reveals 5 better ways to invest in stocks.
To get your free report: Click Here.
Learn 5 simple steps to avoid making bad investment decision.
760-692-5190 | wwmfinancial.com
WWM Financial is an SEC Registered Investment Advisor.
U.S. Stock Market: Analysis and Current Outlook
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 focus. They further discuss economic indicators and technical indicators.
We realize there may be more questions than answers right now regarding your personal investments and how exposed you are to the market. For peace of mind, to confirm you are on the right track to financial freedom, schedule a consultation here: https://go.oncehub.com/FREEConsult?utm_source=PC_March2022_roundtable
FREE Report: 5 Investing Secrets Every Investor Needs to Know
Avoid making bad investment decisions. This little-known report reveals 5 better ways to invest in stocks.
To get your free report: https://www.wwmfinancialcarlsbad.com/investingsecrets?utm_source=YT_March2022_roundtable
760-692-5190 | wwmfinancial.com
WWM Financial is an SEC Registered Investment Advisor.
Truth About Crypto Taxation
Have you made a mistake with cryptocurrency and not planned for the taxes? Learn how to understand the tax implications surrounding cryptocurrency without understanding the tax code. This little-known podcast helps you understand your taxes from trading cryptocurrencies.
FREE Report: 5 Investing Secrets Every Investor Needs to Know
Avoid making bad investment decisions, this little-known report reveals 5 better ways to invest in stocks.
Click Here, to get your free report.
Learn 5 simple steps to avoid making bad investment decision.
Click Here, to schedule a consultation,
WWM Financial is an SEC Registered Investment Advisor
Expert Explains Blockchain Technology
In this episode of Steve's Stock Stories, Steve talks with blockchain expert Bryan Park about what it is, what it is not and why he is so excited about the technology.
FREE Report: 5 investing Secrets Every Investor Needs to Know
Avoid making bad investment decisions, this little known report reveals 5 better ways to to invest in stocks.
Click Here, to get your free report.
Learn 5 simple steps to avoid making bad investment decisions.
WWM Financial is an SEC Registered Investment Advisor
A Conversation About The 2021 Biden Tax Plan and Federal Tax Proposals
In this episode Catherine and Rachel Ivanovich discuss the 2021 Biden Tax Plan proposals including, the child care tax credit, long term capital gains, tax gains at death, 1031 exchanges and more.
Catherine Magaña is a CFP® or CERTIFIED FINANCIAL PLANNER™ and Managing Partner at WWM Financial in Carlsbad California.
Rachel is the founder and Chief Leadership Officer of Easy Life Management, Inc. She is a business coach, an Enrolled Agent and earned an MBA from San Diego State University with an emphasis in Finance and Taxation in 2010.
You can learn more about Rachel at elmtax.com.
FREE Report: 5 investing Secrets Every Investor Needs to Know
Avoid making bad investment decisions, this little known report reveals 5 better ways to to invest in stocks.
Click Here, to get your free report.
Learn 5 simple steps to avoid making bad investment decisions.
WWM Financial is an SEC Registered Investment Advisor
Investing in the Tech Era
In this episode: Steve Discusses how excited he is about the investing opportunities in this techno-digital revolution.
Schedule a Call: https://go.oncehub.com/FREEConsult
Website: https://wwmfinancial.com
Phone: 760-692-5190
Disclaimer:
WWM Financial is an SEC Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where WWM Financial and its representatives are properly licensed or exempt from licensure. Investing involves risk and possible loss of principal capital. No advice may be rendered by WWM Financial unless a client service agreement is in place.
Growth Stocks vs Value Stocks
In this episode of Steve's Stock Stories we discuss the difference between growth stocks and value stocks.
You can learn more about Steve Wolff and WWM Financial you can visit wwmfinancial.com.
WWM Financial is an SEC Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where WWM Financial and its representatives are properly licensed or exempt from licensure. Investing involves risk and possible loss of principal capital. No advice may be rendered by WWM Financial unless a client service agreement is in place.
What is going on with GameStop?
In this Episode of the WWM Financial Podcast Steve talks about the meteoric rise of GameStop stock and what's behind it.
You can reach Steve with any questions at 760-692-5190.
WWM Financial is an SEC Registered Investment Adviser. The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always please remember investing involves risk and possible loss of principal capital; please seek advice from a licensed professional.