"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 investment firms. Though we know these predictions will almost certainly be wrong, it's important to get a read on what the general mood is amongst the investment community. It tells you what may be priced... READ MORE

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, friends, and clients. However, lately I’ve had some trouble reconciling between what I see in data and what the media projects. Why does this disparity exist? Let's get this straight: news is a... READ MORE

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 as well, and its been especially fun watching our 2 year old, Fallon, interact with her as a big sister. After her birth, we stayed at the hospital for a couple of nights (standard procedure). There... READ MORE

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 all living expenses has placed immense pressure on our daily routines. In this blog, I will address the effects scarcity has on consumers and talk about what to keep in mind as we progress through the... READ MORE

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 about oil, but attention needs to be paid to services.  The  CPI data  came out today sizzling hot at 9.1%: “ Over the last 12 months, the all items index increased 9.1 percent before seasonal... READ MORE