Insights
Evolving Portfolio Benchmarks: Changes Coming in 2025
WJ Interests, LLC
December 17, 2024
Celebrate! 2024 will likely (there are a couple of weeks left) be a banner year in investment markets. But instead of ...
Unlocking Growth Potential: Introducing Enhanced Growth Portfolio Strategy
WJ Interests, LLC
September 05, 2024
At WJ, perhaps our most important investment principle is that diversification works. That might seem obvious or even ...
2024 Market Recap: A Look at Key Asset Class Performances
WJ Interests, LLC
August 27, 2024
We’re almost 2/3rds through the year, and until recently, it’s been a pleasant year in markets. Below is the ...
The Ongoing Story: Inflation and the Federal Reserve
WJ Interests, LLC
December 18, 2023
As 2023 wraps up, we discuss what has happened this year and what we expect in 2024 in this WJNotes. We also describe ...
Expect the Unexpected
WJ Interests, LLC
April 13, 2023
In our last WJBlog, we discussed the collapse of Silicon Valley Bank (“SVB”) and its investor implications. ...
