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As headlines frequently alarm us with dire predictions about soaring national debt levels, it’s crucial to approach these discussions with a sense of perspective. The $34 trillion U.S. government... READ MORE
March 14, 2024
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Benjamin Franklin has a frequently referenced quote, "The only certainties in life are Death and Taxes," which is a very true statement, but I feel that he may have left out another certainty we... READ MORE
February 14, 2024
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"It's tough to make predictions, especially about the future." - Yogi Berra Around now is the time we at WJ are bombarded with end of year recaps, and next year’s predictions from various... READ MORE
January 26, 2024
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This past December, my wife and I decided to embark on a trip to the infamous Christmas markets in western Europe. Our itinerary was to go from Cologne, Germany, to Belgium then to Paris, France.... READ MORE
January 5, 2024
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If you haven’t already, please read the first part of this series which discusses how today’s news presentation leads to pessimism and an overall misunderstanding of how the world is today. This... READ MORE
December 11, 2023
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Last year, Congress passed a new tax bill called “The SECURE Act 2.0” that carried a long list of changes to the tax code. Of these changes, there are some impactful provisions that go into... READ MORE
December 1, 2023
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As the holiday season rapidly approaches, many of us are considering bundled gift ideas for our loved ones. During the upcoming sales events, people often shop at large stores to take advantage of... READ MORE
November 1, 2023
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Turn on the news, and it's hard to miss headlines like “Spiraling Debt”, “Crippling Inflation”, “Rampant Crime”, and “Looming Recession.” I hear such stories often amongst family,... READ MORE
October 24, 2023
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"Why should I invest in stocks or bonds when I can earn over 5% in cash through money market funds or high yield checking accounts?" I've heard this question multiple times in the last few months. I... READ MORE
October 17, 2023
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Student loan debt has become a hot-button issue this year, with many borrowers feeling the weight of their financial obligations with the Supreme Court overturning the debt forgiveness. With payments... READ MORE
September 29, 2023
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I’ve been gone for the last 3 weeks, enjoying time with our newest daughter, Blaire. She was born August 21, at a solid 8lbs 11oz, and has truly been a blessing for our family. Mom is doing great... READ MORE
September 12, 2023
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While ticket resale websites have been a gatekeeper for many Taylor Swift fans, many cities across the US have reaped the benefits of her record-breaking performances this past year. There have been... READ MORE
August 31, 2023
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When it comes to securing and ensuring your legacy, comprehensive estate planning is the way to go. Estate plans help set in stone your intentions with financial, personal, and legal decisions. To... READ MORE
August 14, 2023
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Growing up, my parents would send me to a small town called Timpson, TX, every summer to get away from the screens and city life. Being a kid from inner-city Dallas, the lack of air conditioning and... READ MORE
June 1, 2023
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If you got a mortgage or had the chance to refinance in the last 10 years, congratulations! You were able to lock-in historically low rates for your house payment. A question we often get is if... READ MORE
May 1, 2023
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A wedding is a beautiful and wonderful event where a couple gets to celebrate the saying of their “I Do’s”. Countless hours are spent planning details and the backbone of all that planning is... READ MORE
April 3, 2023
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The last week has been especially busy in the banking world. Most of you have likely heard about the bank failures at either Silvergate, Silicon Valley Bank (SVB), or Signature bank, and banking... READ MORE
March 13, 2023
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I’ve heard several people asking about home prices for the last year. It’s an important question because it affects everyone. If you own a home, you don’t want one of your greatest assets... READ MORE
February 28, 2023
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As I reflect on our recent nuptials and honeymoon, I would like to share our travel experience. Over a year ago, my now wife and I had decided to have our honeymoon in Argentina. Being the hiking... READ MORE
February 17, 2023
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Inflation has been an issue the last couple of years, but what particular good seems to be driving that inflation at any point in time seems to be constantly changing. The price of lumber was the... READ MORE
February 2, 2023
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On December 23, 2022, Congress passed a new tax bill that will have a huge impact on Americans’ lives in the upcoming years. At WJ, we have been researching and clarifying all the new 92 provisions... READ MORE
January 25, 2023
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Death is never an easy thing to prepare for or talk about. If you’re in the later stages in life, you may be wondering what you can do to help your loved ones once your time comes. A “When I... READ MORE
August 30, 2022
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The current state of the economy was the hot topic in the first half of 2022. The rapidly rising inflation rate, the lowest returns on bonds in over 200 years, low stock returns, and an increase in... READ MORE
August 1, 2022
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You've probably noticed inflation came in especially hot this week. I'd like to share a quick article by Barry Ritholtz that digs into what goes into that 9.1% number. Long story short, its mostly... READ MORE
July 14, 2022
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Over the past few weeks, there is one story that trumps all in the world, and that’s the Russian war against Ukraine. Like all of you, I have been bombarded with stories from mainstream sources on... READ MORE
March 7, 2022
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