Insights

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 ...

Inherited IRAs: Understanding the Latest IRS Guidelines

Mateo Salmeron August 28, 2024

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

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 ...

WJ Charts of the Month - July 2024

Brandon Arns August 08, 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

Mateo Salmeron August 01, 2024

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)

Mateo Salmeron July 24, 2024

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

Brandon Arns July 12, 2024

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

Election Concerns

Jared Jameson June 26, 2024

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

Brandon Arns June 05, 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

Brandon Arns May 15, 2024

We recently recorded a presentation explaining how some simple modifications to client’s current financial plans can ...

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