Listen to the folks at Woodward Financial Advisors share their thoughts on timely financial planning and investment-related topics.
In this podcast episode, Laura and Vic lay out some of the most important planning you should be doing if you are welcoming a new member to the family. They cover everything from prenatal care to lawn care - if you or someone you know is expecting, you won't want to miss this one!
In this podcast episode, Alex and Vic talk through the banking issues that have been developing over the past months at banks like Silicone Valley Bank, Signature Bank, and most recently First Republic Bank. They break down what's contributed to the bank failures of past months, and what actions you might want to take in light of the turmoil in this critical industry.
In this episode, Jim and Vic talk about "Stagflation," a frequent headline in recent months. They break down the meaning of the term, briefly discuss whether it's a current economic reality, and spend time highlighting what it might mean to your financial plan.
In this episode, Alex and Vic put our current bear market into context and discuss some of the things in your control that can help you to make the best of any market downturn.
In this episode, Roni, Jess and Vic talk through the 3 main questions on our clients' minds around the real estate market today. They bring relevant data, perspectives, and stories we've heard from clients and realtors we work with (and even some personal stories), to help make sense of today's unique market.
In this episode, Joe and Vic talk through 8 different investment biases or psychological tendencies we all have as humans, and that may be working against us as investors. They break down each bias in the hopes of arming you to recognize them in yourself before they affect your portfolios for the worst!