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 MORESeptember 12, 2019 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 MOREAugust 21, 2019 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 MOREAugust 16, 2019 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 MOREAugust 7, 2019 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 MOREAugust 1, 2019 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 MOREJuly 26, 2019 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 MOREJuly 26, 2019 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 MOREJuly 22, 2019 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 MOREJuly 22, 2019 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 MOREJuly 11, 2019 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 MOREJuly 11, 2019 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 MOREJune 28, 2019 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 MOREJune 27, 2019 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 MOREJune 21, 2019 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 MOREJune 19, 2019 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 MOREJune 14, 2019 “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 MOREJune 10, 2019
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