WJBlog

Support Students & the Future Workforce with Affordable Services

Mateo Salmeron March 03, 2025

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

Mateo Salmeron February 12, 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

Ashley Cornner-Patel February 10, 2025

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

Brandon Arns February 06, 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

Jonathan Chapman February 05, 2025

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

Mateo Salmeron January 21, 2025

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

Brandon Arns January 14, 2025

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

Brandon Arns January 08, 2025

Welcome to our latest monthly publication, “WJ Charts of the Month.” This comprehensive slide deck is designed to keep ...

Social Security Fairness Act: A Win for Retirees Across the Nation

Mateo Salmeron January 06, 2025

The start of 2025 brings fantastic news for millions of public servants, including teachers, police officers, and ...

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 ...

Start the conversation

Start the conversation with an email to ashley@wjwealth.com and we will get back to you with a prompt same day response during business hours.

Phone: 281-634-9400

Monday-Friday:
9:00 a.m. – 5:00 p.m.