Wolfgang Capital

Wolfgang Capital Wolfgang Capital is an Investment Advisory Firm, registered with the SEC. The opinions expressed on this page are subject to change without notice.

Disclosure: “Likes” should not be considered a positive reflection or endorsement of the investment advisory services offered by the advisor – but simply a mechanism available to circulate our page. Visitors to this page must refrain from posting positive reviews of their experiences with the advisor or its services as such testimonials are prohibited under state and federal securities laws and may not reflect the experience of all Clients of the advisor. Fee-based financial planning and investment advisory services are offered by Wolfgang Capital LLC, a Registered Investment advisor in the State of California. Insurance products and services are offered through Wolfgang Financial Group LLC dba Wolfgang Financial and Insurance Agency (CA LIC # 0K07551). Wolfgang Capital LLC and Wolfgang Financial and Insurance Agency are affiliated companies. Neither Wolfgang Financial and Insurance Agency or Wolfgang Capital LLC provide legal or tax advice. You should always consult an attorney or tax professional regarding your specific legal or tax situation. Wolfgang Capital LLC and Wolfgang Financial and Insurance Agency are not affiliated with or endorsed by the Social Security Administration or any government agency. This content is for informational purposes only and should not be used to make any financial decisions.

National Savings Day on October 12th is a great opportunity to take a closer look at your financial habits and identify ...
10/10/2026

National Savings Day on October 12th is a great opportunity to take a closer look at your financial habits and identify ways to make saving a more consistent part of your routine. In many cases, small, intentional actions can help strengthen your financial foundation over time. Swipe to learn more.

If you would like to discuss savings strategies and financial planning opportunities that fit your goals, contact us today. We are here to support you.

September brought the Federal Reserve’s first rate hike since 2023, rising Treasury yields, and another jump in energy p...
10/08/2026

September brought the Federal Reserve’s first rate hike since 2023, rising Treasury yields, and another jump in energy prices as the U.S.-Iran conflict kept pressure on fuel costs.

The month also highlighted a growing divide in the market. AI and technology stocks helped lift the Nasdaq, while the S&P 500, Dow, and smaller companies struggled under the weight of higher rates. At the same time, stronger-than-expected economic growth gave the Fed more room to keep policy tight. Swipe to learn more.

As always, if any of this raises questions about your own portfolio, our team is just a call or email away. Don’t hesitate to reach out.

Stocks finished higher last week, even as Treasury yields climbed, and the economy continued to show strength. The pictu...
10/02/2026

Stocks finished higher last week, even as Treasury yields climbed, and the economy continued to show strength. The picture isn’t all rosy, though, as September’s consumer sentiment data showed a decline amid inflation concerns. Swipe to learn more.

As always, know that we are keeping a close eye on developments. If you have any questions or would simply like to check in on your current strategy, please don’t hesitate to reach out. We are here to help.

Our next Wednesday Wisdom is coming up! 🗓️Join estate planning attorney Victoria Scarth for "Probate Nightmares: What Ha...
10/01/2026

Our next Wednesday Wisdom is coming up! 🗓️

Join estate planning attorney Victoria Scarth for "Probate Nightmares: What Happens When You Don't Have a Plan?" — a free educational seminar on protecting your family and avoiding the pitfalls of no plan.

📅 October 7th at 4:00 PM
📍 Our Temecula office

No RSVP required — everyone's welcome, so bring a friend! 💛

Effective financial planning for a HNW (HNW) individual brings all moving pieces together into one cohesive strategy. Th...
09/30/2026

Effective financial planning for a HNW (HNW) individual brings all moving pieces together into one cohesive strategy. This includes making sure that financial and timing strategies align. Swipe to learn more.

Taking a coordinated approach can help you stay ahead throughout the year. Call us to start the conversation.

The Federal Reserve raised interest rates last week for the first time in three years, judging the economy strong enough...
09/25/2026

The Federal Reserve raised interest rates last week for the first time in three years, judging the economy strong enough to handle it and inflation firm enough to demand it. Investors weighed the cost to growth until solid retail data late in the week eased concerns. Swipe to learn more.

As always, know that we are keeping a close eye on developments. If you have any questions or would simply like to check in on your current strategy, please don’t hesitate to reach out. We are here to help.

The 2027-2028 FAFSA is open as of October 1, 2026. If you or a student you support plans to attend college during the 20...
09/22/2026

The 2027-2028 FAFSA is open as of October 1, 2026. If you or a student you support plans to attend college during the 2027–2028 academic year, it is a good idea to get started on the process early. So, with that in mind, our team wanted to share a few early steps that can help streamline the process:

🔹Create or verify your StudentAid.gov account.
🔹Gather essential financial documentation, including 2025 tax returns, W-2s, and income records.
🔹Determine which parent(s) or contributor(s) will be required to provide information, if necessary.
🔹Review college, state, and scholarship deadlines, as many institutions award aid on a first-come, first-served basis.

While the federal FAFSA deadline is June 30, 2028, many colleges and states set earlier priority deadlines for aid consideration, so submitting your application early can improve access to institutional, state, and need-based aid.

If you have questions about college funding strategies or how education expenses align with your overall financial plan, please contact our office. We are here to assist you.

As we settle into September and the rhythms of a new season, it is a natural time to step back and ask a bigger question...
09/18/2026

As we settle into September and the rhythms of a new season, it is a natural time to step back and ask a bigger question: What are we actually building toward?

For many business owners, the first answer that comes to mind is success. But Albert Einstein's perspective challenges us to go a little deeper. Success, he suggests, is not the goal itself. It tends to follow when we focus on something more meaningful: the value we create for others.

As you move through this month, we would love to hear from you: In your business or your work, what is one way you are focused on creating real value for the people you serve? Share it in the comments. We would love to hear your perspective!

Markets grew more volatile last week. Oil pushed above $100 a barrel, and Treasury yields rose as inflation data pointed...
09/16/2026

Markets grew more volatile last week. Oil pushed above $100 a barrel, and Treasury yields rose as inflation data pointed to persistent price pressure. Together, these developments revived worries that interest rates could stay elevated longer than investors had expected. Swipe to learn more.

As always, know that we are keeping a close eye on developments. If you have any questions or would simply like to check in on your current strategy, please don’t hesitate to reach out. We are here to help.

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28751 Rancho California Road Ste 100
Temecula, CA
92590

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

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