blank
WJ Blog
blank

Follow Our Blog

  • This field is for validation purposes and should be left unchanged.
Please follow & like us :)
RSS
Facebook
Twitter
LinkedIn
  • What are the FANMAG stocks?
    I’ve been reading quite a bit about the FANMAG stocks recently. These stocks are Facebook, Apple, Netflix, Microsoft, Amazon and Google. These are the hottest stocks of the last decade, due to how... READ MORE
  • End of Year Tax-Smart Charitable Giving
    This year we've discussed different types of tax-smart charitable giving strategies with several clients. Click here for a short video from Charles Schwab that discusses some of these strategies. For... READ MORE
  • Retirement Plan Contribution Limits Going up in 2020
    The IRS has published the new increased retirement plan contribution limits for next year. However, contribution limits for IRAs are remaining the same. Please click here to check out Forbes '... READ MORE
  • Is Your Portfolio Right for You?
    The previous blog I wrote had some general investing advice for those just starting out . In this blog we’re going to drill one level deeper. A Simple Investing Framework There are two things you... READ MORE
  • Diversification is Key to Building Portfolios
    Jason Zweig's latest contribution to the Wall Street Journal is called "Putting the Buy-and-Hold Gospel to the Ultimate Test." Click here to read the full article. In the article, he discusses the... READ MORE
  • Have you heard about the SECURE Act?
    The SECURE Act, assuming it does pass and becomes law, will implement many changes that will affect everyone. It passed in the House back in May, however, it's been held up in the Senate with little... READ MORE
  • Donkeys, elephants, bears, and bulls: Why who is in the White House may matter less than you think.
    Hartford Funds posted a good article and reminder regarding election cycles and how it impacts investing. Something to keep in mind as we enter this next election cycle. Click here for the article.... READ MORE
  • Advice For Someone Just Starting Out With Investing
    “What do I do with my money?” It’s a question I’m starting to get more and more frequently. Most of my peers (late 20s give or take a few years) are at a stage in life where they are starting... READ MORE
  • The Importance of Flood Insurance
    We hope everyone remained safe and dry during yesterday's flash flood event here in the Houston area. Some areas in Southeast Texas received substantially more rain, which unfortunately resulted in... READ MORE
  • Medicare Open Enrollment
    As a reminder, open enrollment for Medicare begins on October 15 and remains open until December 7. Click here for a good resource regarding open enrollment. As always, we're happy to assist with... READ MORE
  • WJ recognized by HBJ as Top Wealth Management Firm
    We are proud to announce that WJ Interests was recently recognized by the Houston Business Journal as one of the Top Wealth Management Firms & Practices. WJ is ranked #19 among 25 firms and... READ MORE
  • Brandon’s Charts of the Week – Why Does Healthcare Cost So Much?
    Every week, we read a TON of information. Blogs, articles, research papers…it’s our job to be informed about what’s happening in the market, economy, and society in general. Most people don’t... READ MORE
  • WJ Interests ranks #508 nationwide
    We are excited to announce that WJ Interests was recognized by Financial Advisor Magazine. WJ ranked #508 nationwide in the 2019 Annual RIA Ranking. Click here to read more.... READ MORE
  • Diversification
    A portfolio of all stocks is great when the market is rising. In that scenario (like the one we’re in today in the U.S. stock market), the old adage “a rising tide lifts all boats” holds true.... READ MORE
  • Still working? How to decide on Medicare
    Lately, we've noticed more of our clients who are contemplating retirement are choosing to stay employed beyond age 65. Therefore, we are often asked about when they should sign up for Medicare (if... READ MORE
  • Brandon’s Charts of the Week
    Every week, we read a TON of information. Blogs, articles, research papers…it’s our job to be informed about what’s happening in the market, economy, and society in general. Most people don’t... READ MORE
  • Dividend Delusions
    This blog is inspired by a client who recently asked what our thoughts were about an article titled, “3 Safe Dividend Funds Averaging 8% to Buy Today and Hold Forever.” This is a pretty fair... READ MORE
  • Conventional Wisdom is Often Wrong
    Conventional wisdom is defined as the generally accepted belief, opinion, judgment, or prediction about a particular matter. “Recycling saves the environment” is a good example. But is it true?... READ MORE
  • When to Claim Social Security?
    When to claim social security is a tough decision. This article from Bloomberg is a great explanation about not only the benefits of waiting, but also explains that it may not be the ideal decision... READ MORE
  • Brandon’s Charts of the Week
     Every week, we read a TON of information. Blogs, articles, research papers…it’s our job to be informed about what’s happening in the market, economy, and society in general. Most people... READ MORE
  • Brandon’s Charts of the Week
    Every week, we read a TON of information. Blogs, articles, research papers…it’s our job to be informed about what’s happening in the market, economy, and society in general. Most people don’t... READ MORE
  • Why Everyone Needs Estate Planning
    As we often create and implement financial plans, we find that estate planning is by far the most difficult action item to mark "complete." Yes, it's a morbid subject that no one is eager to discuss,... READ MORE
  • Brandon’s Charts of the Week
    Every week, we read a TON of information. Blogs, articles, research papers…it’s our job to be informed about what’s happening in the market, economy, and society in general. Most people don’t... READ MORE
  • What is going to cause your demise? Terrorist Attack or Heart Attack?
    Most of you would correctly guess that a heart attack is more likely to kill you than a terrorist attack.  But, most would also significantly overestimate the probability of dying from a terrorist... READ MORE
  • Moving to Another State?
    Doeren Mayhew published a good article last week regarding tax considerations when moving to another state in retirement. It also applies to anyone considering moving states for a job or other... READ MORE
  • How Many Dominoes Does It Take to Knock Over the Empire State Building?
    “Start investing early because of compounding interest.” Almost everyone has heard some variation of this generic advice. It's personal finance 101. You probably first heard about compounding... READ MORE