by Savvysite | Oct 21, 2019 | Financial Planning, Retirement Planning, The Savvy Minute
Click on the image above to view this Savvy Minute video. What is a Back Door Roth IRA? A backdoor Roth IRA is a conversion of Traditional IRA assets to a Roth IRA. This is a great way for high income earners to put money away if you do not qualify for Roth IRA income...
by Savvysite | Sep 6, 2019 | Investing, SWWM
Click on the image above to watch this Savvy Minute video. How To Survive Stock Market Volatility The stock market movement is nothing new. One of the best ways to beat market volatility is through diversification. The more you understand your overall asset allocation...
by Savvysite | Aug 27, 2019 | Investing Basics, SWWM
Click on the image above to watch the video. What is a Bond? In today’s “Investing Basics for Savvy Women” video, we’ll take a look at the world of investing in bonds. Many of us have heard of stocks and bonds, but for a lot of people, there is somewhat of a...
by Savvysite | Aug 8, 2019 | Investing Basics, SWWM
Click on the image above to watch the video What is a Mutual Fund? In Today’s Investing Basics For Savvy Women, Steve covers “What is a Mutual Fund”. Steve Wolff is a Managing Partner at Savvy Women Wealth Management in Carlsbad California. We run a...
by Savvysite | Jun 18, 2019 | SWWM, The Savvy Women Show
Click on the image above to view the video. Interview Lauren Liberman, Family Law Attorney in San Diego, Ca. We discuss Lauren’s journey to a career in law, advice for aspiring attorneys, how personal loss and challenges have made her a better attorney, managing...
