(760) 692-5700
Investing in Bonds

Investing in Bonds

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...
What is a Mutual Fund?

What is a Mutual Fund?

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...
How to Vet Investments

How to Vet Investments

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...
What is an ETF?

What is an ETF?

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...
What is a REIT?

What is a REIT?

Today’s tip will cover “What is a REIT?” A REIT, also known as a Real Estate Investment Trust is a company that owns, operates or finances income-producing real estate.  You can invest in REITs either by purchasing shares directly on an open exchange or by investing...