by Jackie Bramel | Apr 3, 2025 | Market Updates
March Recap & Looking Ahead to April March in Review: When Data and Headlines CollideHere’s what shaped the month:Tariffs Are Back: April 2 marks the start of new reciprocal tariffs announced by former President Trump. The move has rattled markets, with fears of...
by Jackie Bramel | Apr 2, 2025 | Investment, Lifestyle, Retirement
Not all birthdays are created equal—especially when it comes to your financial future. When most people think about birthdays, they think about cake, candles, and maybe dreading that next number. But in the financial planning world? Some birthdays are worth...
by Jackie Bramel | Mar 10, 2025 | Market Updates
As we begin the month of March, the end of the first quarter of 2025 is already looming large. Market volatility picked up in February as investors weighed the impact of tariffs, government spending cuts, and shifting economic data. The question on everyone’s mind: Is...
by Jackie Bramel | Feb 26, 2025 | Financial Wellness, Investment, Retirement
As April 15th quickly approaches, many individuals find themselves racing against the clock to make critical decisions about their retirement savings. One of the most common questions we hear at WWM is: “Should I contribute to a Roth IRA or a Traditional...
by Jackie Bramel | Feb 13, 2025 | Financial Wellness, Lifestyle, Money, Women
Money can be a tough topic in relationships, but it doesn’t have to be. Whether you’ve been together for years or are just starting to merge finances, getting on the same page financially is key. Since love is in the air this Valentine’s Day, let’s talk about how to...
