WWM Financial

10/29/2026

Artificial intelligence is advancing rapidly, but can the financial results keep pace with the growing expectations?

In this episode of WWM Talks, Greg Carroll and Vince Stefano discuss the enormous investments being made in AI infrastructure, the growing demand for data centers, and the challenges companies face as they expand. With billions being committed to AI development, the conversation turns to an important question: Will these investments translate into profits, or are they still promises?

The team also examines recent technology company earnings, market reactions, and how higher Treasury yields can influence company valuations.

In this episode:
• Why AI companies face growing expectations for profitability
• The costs of expanding AI infrastructure and data centers
• How technology earnings are affecting market reactions
• The electricity and water demands behind AI expansion
• What Federal Reserve decisions, inflation, and geopolitical uncertainty mean for financial markets

Tune in as the WWM Financial team explores the growing expectations surrounding AI and the financial realities behind its rapid expansion. By clicking the following link. https://wwmfinancial.com/podcast/

Click on the following link to schedule a free consultation. https://wwmfinancial.com/consultation/

Date Recorded: 10/29/26

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 the 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 guarantee of future results. Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always please remember investing involves risk and possible loss of principal capital; please seek advice from a licensed professional. Tax considerations presented may not be appropriate every individual circumstance. A tax professional should be consulted before making any decisions about your tax liability

10/29/2026

Are you or someone you know considering higher education? For many, understanding the Federal Student Grant Program may be essential for collegiate success.

In this article, explore the benefits of the Federal Student Grant Program.

10/28/2026

Reduce Taxes With Charitable Distributions

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 the 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 guarantee of future results. Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always please remember investing involves risk and possible loss of principal capital; please seek advice from a licensed professional. Tax considerations presented may not be appropriate every individual circumstance. A tax professional should be consulted before making any decisions about your tax liability.

Date Recorded: 10/22/26

10/28/2026

Test your estate strategy knowledge with this short quiz.

Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.

10/27/2026

The Hidden Risk Of Private Markets

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 the 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 guarantee of future results. Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always please remember investing involves risk and possible loss of principal capital; please seek advice from a licensed professional. Tax considerations presented may not be appropriate every individual circumstance. A tax professional should be consulted before making any decisions about your tax liability.

Date Recorded: 10/22/26

10/26/2026

Save On Taxes Before Year-End

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 the 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 guarantee of future results. Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always please remember investing involves risk and possible loss of principal capital; please seek advice from a licensed professional. Tax considerations presented may not be appropriate every individual circumstance. A tax professional should be consulted before making any decisions about your tax liability.

Date Recorded: 10/22/26

10/26/2026

Long-term care costs can be significant—and many people underestimate them. Use this tool to get a sense of what care might cost and how to prepare.

Estimate potential long-term care costs and what coverage may help address them.

10/26/2026

HEALTH WEALTH & LEGACY 1/2 Day Retreat
Live Well, Prosper Wisely & Leave A Legacy

A gathering of thoughtful women exploring how to live well, prosper wisely, and protect your legacy. Together, we'll share ideas, experiences, and strategies that strengthen not only our own lives, but the generations who follow.

Experience an inspiring blend of education, connection, and rejuvenation led by our women
experts in health, wealth, and legacy planning.

Together, we'll explore how to design a life rooted in clarity, vitality, and abundance and take practical steps to protect it.

• Connect with inspiring, like-minded women who value living with intention.
• Discover powerful strategies to elevate your health, wealth, and legacy.
• Enjoy rejuvenating guided meditation and mindful connection.
• Leave empowered, clear, and ready to take action.

November 5, 2026 from 2-6 PM
Location: Shear Karma Salon and Holistic Healing Collective in Carlsbad, CA
Snacks and beverages provided

Go to the following url or click on the link below to save your spot.
https://savvyup.com/healthwealthlegacy

10/25/2026

Will The Iran Crisis Escalate After The Midterms?

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 the 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 guarantee of future results. Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always please remember investing involves risk and possible loss of principal capital; please seek advice from a licensed professional. Tax considerations presented may not be appropriate every individual circumstance. A tax professional should be consulted before making any decisions about your tax liability.

Date Recorded: 10/22/26

10/25/2026

Gita Nassiri JD, MBT, CPA, Dr. Manna Semby, Catherine Magaña CFP® & Rachel Ivanovich, EA, MBA together at last year's Health Wealth & Legacy Half Day Retreat.

Join us this year on November 5th from 2-6pm at the Shear Karma Salon & Holistic Healing Collective in Carlsbad CA.

This is a gathering of thoughtful women exploring how to live well, prosper wisely, and leave a lasting impact. Together, we’ll share ideas, experiences, and strategies that strengthen not only our own lives, but the generations who follow.

Experience an inspiring blend of education, connection, and rejuvenation led by four women experts in health, wealth, and legacy planning.

Together, we’ll explore how to design a life rooted in clarity, vitality, and abundance and take practical steps to protect it.

Learn more and register at savvyup.com/healthwealthlegacy

Savvy Women Wealth Management is an SEC Registered Investment Advisor