Broker Check


Thursday, August 4, 2022

As economic growth cools and inflation heats up, we are hearing more about recessions. Let’s talk recession and what’s happening with the latest GDP report.

Tuesday, June 21, 2022

Lofty prices and higher mortgage rates are beginning to shake the foundation of the single-family housing market. Are we headed for a 2008-style correction? Read our latest blog for our take on what’s next.

Tuesday, May 31, 2022

This month marks the 4th anniversary of Well-Traveled Wealth. We want to thank all of our clients for their continued trust and loyalty. Click on the video to hear our founders share some of the highlights that have happened over...

Monday, May 16, 2022

Stock and bond markets have had a wild ride. What’s driving this recent volatility and what’s an investor to do? Read our latest blog for a back-to-basics playbook for volatile markets.

Wednesday, April 27, 2022

A bruising first quarter for stocks and bonds begs the question: Are markets signaling a recession in 2022, or a downshifting from the torrid growth of 2021? We continue to be in the downshifting camp. Read on for more.

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Wednesday, January 19, 2022

Wednesday, January 19, 2022

Thursday, December 2, 2021

The Fed has entered one of the most-difficult phases of its pandemic response as it begins to dial back stimulus measures even before the full effects of its policies are felt and amid new risks. Read my latest Markets in a Minute for...

Wednesday, November 3, 2021

With her positive but realistic outlook on life, and a joyful laugh to match, Claudia Herrera helps her clients navigate or plan against any challenging situation in life. From amassing wealth in your 40’s, to keeping an active...

Thursday, October 14, 2021

It’s time to get back out and do a little traveling and experience the world again. (sort of). As we start to enter the 2021 holiday season, a lot of people are anxious to travel, particularly to see family. It’s difficult...

Thursday, September 16, 2021

We were privileged to have Fanny Pacheco join us via Zoom for a discussion on Medicare Basics. Fanny is a Medicare Partner at PB Individual Insurance. PB Individual Insurance provides personalized services helping clients compare their...

Tuesday, July 20, 2021

Today we’d like to introduce you to Yesenia Beckmann. Hi Yesenia, so excited to have you on the platform. So before we get into questions about your work-life, maybe you can bring our readers up to speed on your story and how you...

Friday, May 14, 2021

We were thrilled to have Anne Wenger with us to talk about estate planning during our last webinar. Estate planning can bring up some difficult conversations, but is a vital part of any financial plan. We stress the importance of an...

Wednesday, May 12, 2021

After almost a decade of working for a large investment firm, the goals of that organization and what we felt was best for our clients, began to diverge. It was at this time, in May of 2018, that Well-Traveled Wealth was founded. We...

Monday, December 14, 2020

San Diego, CA December 10th, 2020 - Today we are excited to announce that Todd Beckmann, Partner and Financial Advisor at Well-Traveled Wealth, has earned the CERTIFIED FINANCIAL PLANNER™ certification. About Well-Traveled Wealth...

Tuesday, September 22, 2020

San Diego, CA — Well-Traveled Wealth is excited to announce the addition of a new team member, Emily Joyce. She joins the Well-Traveled Wealth staff as the Office Manager/Client Care Specialist, coming to the firm with nearly two...

Thursday, May 21, 2020

With all of the changes that we are facing in our day to day lives, I wanted to take a moment to provide you with a brief message. Please watch the short message below.

Saturday, May 2, 2020

This week marks the Two Year Anniversary of Well-Traveled Wealth.

Wednesday, April 1, 2020

Five questions to help you maintain perspective Staying calm amid market turmoil is not easy, especially when the financial headlines are blaringwords such as panic and collapse. Your first instinct may be to abandon the markets, but...

Thursday, January 16, 2020

At Well-Traveled Wealth we believe that the best investment strategies come down to the ability to stick with it. It is tempting to want to react to the ups and downs of the stock market, but ultimately this will yield disastrous...

Tuesday, October 29, 2019

Diversification can feel dissapointing

Monday, July 8, 2019

San Diego, CA July 8th, 2019 – The Advisors at Well-Traveled Wealth are committed to continually expanding their education in an effort to offer the best possible guidance to their clients. Today we are excited to announce that...

Monday, May 20, 2019

SAN DIEGO, CA – May 20, 2019 Well-Traveled Wealth announces the addition of two accomplished financial advisors. Arlene Dimitian and Claudia Herrera join the San Diego wealth management firm, founded by Todd and Yesenia Beckmann,...