• Upcoming Portfolio Changes
    Starting today and over the next couple of weeks, we are placing several trades in clients’ portfolios. These trades reflect changes in the market environment and some model adjustments we have... READ MORE
  • Welcome to 2017
    Welcome to 2017. You may have noticed some trades in your portfolio as we started the year. We were investing accumulated cash from 2016 capital gains distributions and rebalancing accounts. We... READ MORE
  • Performance Since Election
    Emerging markets stocks down more than 5 percent. Municipal bonds down less than 5 percent. International developed markets stocks are down 0.7 percent and taxable bonds down more than 2 percent.... READ MORE
  • The Sun Came Up This Morning
    Financial markets typically don’t like surprises, and that’s exactly what we experienced last night in the election for the 45th President of the United States. A surprise given that the majority... READ MORE
  • Articles of Value
    We do a lot of reading in our business. Much of what we read is regurgitated market commentary of little value, but occasionally we come across some well-thought-out pieces that we think are... READ MORE
  • New at WJ Interests
    We hope you’ve noticed in the past few months that we’ve changed our website to www.wjwealth.com and our email addresses to @wjwealth.com. Our old address, @wjinterests.com, will be turned off... READ MORE
  • Second Quarter Review
    The second quarter of 2016 wrapped up with some excitement. After the “Brexit” selloff a few days before the end of the quarter, the market rallied strongly. Unfortunately, stocks markets have... READ MORE
  • Welcome Jonathan Chapman!
    WJ Interests is pleased to introduce you to Jonathan Chapman, the newest member of our team! Jonathan is a wealth advisor with WJ Interests. In this capacity, he provides wealth management and... READ MORE
  • Brexit
    Markets are in turmoil this morning as Great Britain has voted to leave the European Union (EU). Leaving the EU, known as Brexit, has become reality. David Cameron has said he will resign within a... READ MORE