WJBlog
WJ Charts of the Month - July 2024
Welcome to our latest monthly publication, “WJ Charts of the Month.” This comprehensive slide deck is designed to keep ...
Advisor Spotlight: Mateo's Trip to Spain
At WJ Interests, we pride ourselves on not just providing financial planning services in the Houston area, but also ...
A Summary of the Tax Cuts and Jobs Act (TCJA)
The Tax Cuts and Jobs Act (TCJA) of 2017 was enacted by the US Congress and signed into law by former President Donald ...
WJ Charts of the Month - June 2024
Welcome to our latest monthly publication, “WJ Charts of the Month.” This comprehensive slide deck is designed to keep ...
Election Concerns
Over the past few weeks, we've had multiple discussions about the upcoming election and its potential impact on ...
WJ Charts of the Month - May 2024
Welcome to our latest monthly publication, “WJ Charts of the Month.” This comprehensive slide deck is designed to keep ...
Smart Retirement Spending: How to Increase Wealth/Spending With Less Risk
We recently recorded a presentation explaining how some simple modifications to client’s current financial plans can ...
The History of Social Security
In August 1935, Franklin D. Roosevelt signed the Social Security Act into law, establishing a financial safety net for ...
Government Debt Explained: Contextualizing $34 Trillion
As headlines frequently alarm us with dire predictions about soaring national debt levels, it’s crucial to approach ...
Learning to Accept Uncertainty
Benjamin Franklin has a frequently referenced quote, “The only certainties in life are Death and Taxes,” which is a ...
