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WJ 2021 Investor Luncheon
A presentation from the WJ Advisors reviewing 2021 performance, investment options, proposed tax changes and year-end considerations. View power point here ....
November 9, 2021
Virtual Investment Luncheon: Wow! What a Year
A presentation from the WJ Advisors reviewing 2020 and what might happen in 2021. Download Virtual Investment Luncheon Slides (PDF)...
January 28, 2021
Fall 2020 Virtual Investor Luncheon: Boring Twenties? Anything but. Roaring Twenties? The jury is still out.
A presentation from the WJ Advisors as they discuss the market following 2020 election results....
November 12, 2020
Social Security & Medicare
A presentation from the WJ Advisors as well as a guest speaker from Benefits Concepts discussing what to consider when planning for Social Security and Medicare....
May 15, 2019
Spring 2019 Investor Luncheon: Trump, Tariffs, Tax Cuts, and Treasuries
A presentation from the WJ Advisors as they breakdown asset classes, diversification, and what happened in 2018....
April 5, 2019
Risk Management of Personal Assets
A presentation from Roberts Markel Weinberg Butler Hailey as they identify how to protect your financial future. To be sure you, family, property, financial assets and businesses are appropriately...
June 13, 2017