Latest / The WWM Financial Podcast
The Overlooked Connection Between IRA's And Estate Planning
Markets may have felt calm on the surface this week, but underneath, there's plenty moving that smart investors should be paying attention to. In this episode, the team breaks down why small-cap stocks (hello, Russell 2000 👀) are suddenly stealing the spotlight, while mega-cap tech takes a breather. We also unpack what today's interest-rate environment means for CDs, Treasuries, and the housing market—and why that "magic mortgage rate" could unlock real estate activity.
Beyond the headlines, the conversation dives into real-world planning issues clients are facing right now:
Why naming a…
The skinny
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