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, ...
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 ...
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 ...
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 ...
WJ Charts of the Month - December 2024
Welcome to our latest monthly publication, “WJ Charts of the Month.” This comprehensive slide deck is designed to keep ...
WJ Charts of the Month - November 2024
Welcome to our latest monthly publication, “WJ Charts of the Month.” This comprehensive slide deck is designed to keep ...
Part 6: Beyond Wealth | A Journey to Fulfillment
As we come to the final part of this series, it’s important to take a step back from all the strategies and numbers and ...
WJ Charts of the Month - October 2024
Welcome to our latest monthly publication, “WJ Charts of the Month.” This comprehensive slide deck is designed to keep ...
Part 5: Case Studies on Enhancing Your Retirement
Now that we’ve touched on the various strategies and concepts that make a plan “better,” let’s apply them with some ...
Part 4: The Bucket Approach to Retirement: Aligning Investments with Your Needs
This is the fourth part in a series of posts that discuss strategies to make retirement plans “better.” If you haven’t ...
