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Friday, February 23, 2024

📈 Quarterly Portfolio Update: In this concise 1-2 minute video, Todd highlights the strategic changes made in client portfolios this quarter. Covering key adjustments such as overweighting US stocks,...

Monday, February 19, 2024

In our latest video, Todd shares valuable tips to help you breeze through tax season with confidence. From staying organized to maximizing deductions and credits, each tip is tailored to simplify your tax filing process and maximize...

Monday, February 12, 2024

This month, your dedicated team at WTW had the privilege of attending the annual ASCEND conference hosted by Kestra Financial in the tranquil surroundings of Indian Wells, California. This event was a remarkable opportunity for us to...

Friday, January 19, 2024

A huge congratulations to Yesenia for not only conquering the Carlsbad Marathon but doing so with remarkable finesse, crossing the finish line in an incredible 3 hours and 45 minutes! 🏅 Her journey over the past 4.5 months,...

Monday, January 15, 2024

📈 Dive into 2024 with Todd as he unpacks key investor buzz: US economy resilience, potential rate cuts, and election impact. Gain insights on economic trends, FOMC's policy hints, and market behavior during election years....

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Monday, January 8, 2024

Join Todd as he takes you through key market highlights of 2023. From a strong start to notable year-end growth. Discover the insights and strategies for long-term success. Watch the recap now!

Monday, December 18, 2023

Cheers to a Year of Success and Prosperity! 🌟 We gathered for a festive annual holiday dinner to toast to the achievements of 2023 and eagerly anticipate the opportunities that 2024 holds. It was a joyous occasion filled with...

Friday, December 15, 2023

The Internal Revenue Service recently released updated income tax brackets, standard deduction, and retirement contribution limits for the 2024 tax year. While these taxes are not due for some time, it may benefit you to start thinking...

Monday, December 11, 2023

Stay informed about the latest changes to Medicare in 2024! In this video, we break down the recent announcement from the Centers for Medicare and Medicaid Services (CMS). Learn about the 5.9% increase in Medicare Part B premiums,...

Thursday, October 26, 2023

In our last quarter's video, we delved into the narrow trajectory of this year's market rally, prompting us to strategically adjust our investment positions. We seized the opportunity to lock in gains from select holdings, reducing our...

Tuesday, October 24, 2023

After a surprisingly strong start to the year for the S&P 500, the third quarter saw disappointing returns for a variety of asset classes. Stocks and bonds suffered losses, while commodities were a rare bright spot. And of course,...

Wednesday, October 18, 2023

Exciting news alert: the 2024 Social Security Cost of Living Adjustment (COLA) is here! In this quick video, we'll break down what this means for the wallets of current retirees and why it's important. As we navigate through the...

Friday, August 18, 2023

Trade confirmations are kind of like receipts for the investments we buy or sell on your behalf. But honestly, they don't give you the full picture. They don't explain the reasons behind why we made those trades or what we were...

Monday, August 7, 2023

In the past few years, we've witnessed substantial changes regarding inherited IRAs. These changes have given rise to a lot of confusion, especially when it comes to the required distributions from these accounts. To help you...

Tuesday, July 25, 2023

As we step into the second half of the year, we find it the perfect opportunity to bring you up-to-date with some important insights on the market and economy in 2023. Our aim is to keep you well-informed and equipped with the latest...

Tuesday, March 14, 2023

On March 10, the Federal Deposit Insurance Corporate (FDIC) officially took over Silicon Valley Bank to protect depositors and marking the end to a bank that has been in business for four decades. This has brought about many questions...

Wednesday, February 8, 2023

Are you wondering what happened in the market and economy in 2022?What is WTW's outlook going into 2023? Listen in to hear our Co-Founder, Todd Beckmann, and Financial Advisor, Arlene Dimitian, discuss what took place in 2022 and...

Monday, November 28, 2022

We were happy to have Dale Entrekin join us for a discussion on the current state of the housing market. In addition, he discussed the current interest rate environment and its impact on the housing market.Dale has been in the mortgage...

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.

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,...