Insights
The Beginning of a New Era? Why Valuation Matters More than Ever
Which house is cheaper: the one that costs $200k or $1 million? It seems simple enough, right? But before you answer, ...
Living Fully: Embarking on Luxury Adventures with the Ritz Carlton Yacht
We are excited to debut a new blog series, Living Fully, where we will explore ways to enjoy life to the fullest. ...
WJ Charts of the Month - February 2025
Welcome to our latest monthly publication, “WJ Charts of the Month.” This comprehensive slide deck is designed to keep ...
Support Students & the Future Workforce with Affordable Services
At WJ Interests, we take pride in supporting local businesses and education programs that strengthen our community. I ...
6 Financially Smart Ways to Start 2025
Now that we are in 2025, it's time to revisit your financial strategy and position yourself for a successful year ...
Living Fully: An Introduction to New Blog Series on Wealth and Purpose
WJ Interests is redefining how we manage wealth, focusing not just on numbers and financial plans but on what truly ...
WJ Charts of the Month - January 2025
Welcome to our latest monthly publication, “WJ Charts of the Month.” This comprehensive slide deck is designed to keep ...
Living Fully, Beyond Wealth: Aligning Your Money with Your Purpose
Imagine you're at the end of your life, surrounded by loved ones. What stories do you want them to tell about you? What ...
Medicare's $2,000 Cap in 2025: A Game-Changer for Prescription Drug Affordability
As we start 2025, Medicare beneficiaries have a reason to celebrate beyond the usual New Year's festivities. Starting ...
2025 Investment Predictions: Economic and Market Trends
It’s forecasting time around the investment industry, and last year I took a stab at predicting what would happen to ...
