by Savvysite | Nov 19, 2025 | Financial Planning, Investing, Investing Basics, Retirement Planning, Savvy Up Podcast, SWWM, Tax Planning
The holidays are here, the calendar is shrinking, and your portfolio might need a little tender loving care before the clock strikes midnight. In this episode, Catherine and Rachel break down the smartest year-end moves to tighten up your finances now and set yourself...
by Savvysite | Dec 9, 2019 | Investing Basics, SWWM
Click on the image above to view the Investing Basics Video Investing Basics, Diversification What does it mean to be diversified? There is truly no exact definition for this, but basically, it means do not put all your eggs in one basket. A pretty good definition of...
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, We Cover “What is a Mutual Fund”. Steve Wolff is a managing partner at Savvy Women Wealth Management in Carlsbad California. We run a...
by Savvysite | Oct 16, 2018 | Investing Basics, SWWM, The Savvy Minute
Click on the image above for the video How to Vet Investments? Investing can be a great way to make your money grow. But it can also be risky too. It is important for you to have a good idea about what you are investing in. If you are being pressured to act fast and...
by Savvysite | Oct 2, 2018 | Investing, Investing Basics, SWWM, The Savvy Minute
Click on the image above to watch this week’s Savvy Minute video. Today’s tip will cover “What is an ETF?” An ETF, also know as an Exchange Traded Fund, is an investment fund that is traded on a major stock exchange, like the Nasdaq or the New York Stock...
