WJNotes
  • The Calm Before the Storm
    In light of a much-anticipated active hurricane season, we're reminded that now is the time to prepare for the proverbial storm. There are many key facets to being financially prepared including... READ MORE
  • We Keep Dancing – Part II
    As a follow up to our WJNotes last week . "Our responsibility now is to keep dancing, but closer to the exit and with a sharp eye on the tea leaves." - Ray Dalio, Head of the largest hedge fund in... READ MORE
  • We Keep Dancing
    When the music stops, in terms of liquidity, things will be complicated. But as long as the music is playing, you’ve got to get up and dance. We’re still dancing. - Chuck Prince The intent of... READ MORE
  • WJ Client Portal vs Schwab Statements
    Just over a year ago, we released our new WJ Client Investment Portal to replace our printed quarterly statement. Since that time, over 75% of our clients have logged into their portal. The feedback... READ MORE
  • 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