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The WWM Financial PodcastAuthor: WWM Financial
The real scoop about money, investing, business and the economy. WWM Financial is an SEC Registered Investment Adviser. Disclosures at: https://wwmfinancial.com/disclaimers Language: en Contact email: Get it Feed URL: Get it iTunes ID: Get it |
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September Market Outlook: What Investors Should Know
Episode 73
Friday, 22 August, 2025
Markets are restless, investors are catious, and September is right around the corner, a month that's often a troublemaker for stocks. In this week's epsiode, Rachel, Vince, and Greg break down what's really happening behind the recent market slowdown. We break down the latest earnings from retail giants, the surprising weakness in small-cap stocks, and why mega-cap names continue to dominate the spotlight. Plus, it's back-to-school-season, which means more than backpacks and notebooks, it's also the perfect time to teach kids (and grandkids) money lessons that stick. You'll also hear a deep dive into the "One Big Beautiful Bill Act" and what its new senior tax deduction really means for retirees. Spoiler: Social Secuirty isn't magically tax-free, but there are strategies, like charitable giving and Roth conversions, that can make a big difference. Finally, we look ahead to September, historically one of the weakest monthsfor markets, and why short-term dips might actually be the best buying opportunity of the year. Tune in now for market insights, tax tips, and fianncial strategies you don't want to miss. Date recorded: 8/21/25 Disclosure: WWM Financial is an SEC Registered Investment Advisor The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no gurantee of future results. Any idices referenced for comparison are unmanaged and cannot be invested into directly. As always please remember investing involves risk and possible loss of principle capital; please seek advice from a licensed professional. Tax considerations presented may not be appropriate every individual circumstances. A tax professional should be consulted before making any descisions about your tax liability. wwmfinancial.com | 760.692.5190
