Insights
The $889,914 Question: Succession Planning Insights from Connelly v. United States
A recent Supreme Court case, Connelly v. United States, made an important ruling related to succession planning for ...
Future-Proof Your Education Costs: 529 Savings Plan Explained
Saving for education has always been a priority for many families, and a 529 savings plan can be a powerful tool in ...
Introduction: What Makes a Financial Plan...Better?
A financial plan is a personalized roadmap that outlines your financial goals, and the strategies to achieve them. ...
WJ Charts of the Month - August 2024
Welcome to our latest monthly publication, “WJ Charts of the Month.” This comprehensive slide deck is designed to keep ...
Unlocking Growth Potential: Introducing Enhanced Growth Portfolio Strategy
At WJ, perhaps our most important investment principle is that diversification works. That might seem obvious or even ...
Inherited IRAs: Understanding the Latest IRS Guidelines
Recently, the IRS confirmed the requirements for beneficiaries to take RMDs from inherited IRAs. One of the biggest ...
2024 Market Recap: A Look at Key Asset Class Performances
We’re almost 2/3rds through the year, and until recently, it’s been a pleasant year in markets. Below is the ...
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 ...
