Insights
Get the Latest Financial Insights from the WJ Team
Get the Latest Financial Insights from the WJ Team
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- WJNotes Portfolio and economic discussions for WJ Clients
- Charts of the Month Monthly investment and economic visual data insights
- Retirement How to Maximize spending/legacy in retirement
- Living Fully Aligning wealth with values for a life of purpose
- Investing Investing insights
- Taxes Tax tips and strategies
- Business Succession Insights on Business Succession Planning
- Additional Financial Topics Other financial planning topics
February 12, 2025
6 Financially Smart Ways to Start 2025
February 10, 2025
Living Fully: An Introduction to New Blog Series on Wealth and Purpose
February 6, 2025
WJ Charts of the Month - January 2025
February 5, 2025
Living Fully, Beyond Wealth: Aligning Your Money with Your Purpose
January 14, 2025
2025 Investment Predictions: Economic and Market Trends
January 8, 2025
WJ Charts of the Month - December 2024
December 17, 2024
Evolving Portfolio Benchmarks: Changes Coming in 2025
December 5, 2024
WJ Charts of the Month - November 2024
November 21, 2024
Part 6: Beyond Wealth | A Journey to Fulfillment
November 19, 2024
Trump's Potential Tax Proposals: What You Need to Know
November 11, 2024
WJ Charts of the Month - October 2024
November 7, 2024
Part 5: Case Studies on Enhancing Your Retirement
November 5, 2024
Maximize Your Savings: 529 to Roth IRA Conversions Explained
October 29, 2024
Investing is Hard: Even if You Know the Future
October 9, 2024
WJ Charts of the Month - September 2024
September 25, 2024
Part 1: Are Traditional Financial Models Limiting Your Retirement?
September 23, 2024
Future-Proof Your Education Costs: 529 Savings Plan Explained
September 17, 2024
Introduction: What Makes a Financial Plan...Better?
September 9, 2024
WJ Charts of the Month - August 2024
August 28, 2024
Inherited IRAs: Understanding the Latest IRS Guidelines
August 27, 2024
2024 Market Recap: A Look at Key Asset Class Performances
August 8, 2024
WJ Charts of the Month - July 2024
August 1, 2024
Advisor Spotlight: Mateo's Trip to Spain
July 24, 2024
A Summary of the Tax Cuts and Jobs Act (TCJA)
July 12, 2024
WJ Charts of the Month - June 2024
June 26, 2024
Election Concerns
June 5, 2024
WJ Charts of the Month - May 2024
April 4, 2024
The History of Social Security
March 14, 2024
Government Debt Explained: Contextualizing $34 Trillion
February 14, 2024
Learning to Accept Uncertainty
January 26, 2024
10 Predictions for 2024
January 5, 2024
Christmas in Europe
December 18, 2023
The Ongoing Story: Inflation and the Federal Reserve
December 11, 2023
Redefining the Narrative: The Brighter Side of Financial News
December 1, 2023
2024 SECURE Act 2.0 Changes
November 1, 2023
Bundling for the New Year
October 24, 2023
How Today’s Headlines Shape Our Perspective
October 17, 2023
Cash is Not King
September 29, 2023
The Resumption of Student Loans
September 12, 2023
A Recap of 2023 So Far
August 31, 2023
The Swift Effect – Every City’s Wildest Dream
June 1, 2023
The Mountains Are Calling
May 1, 2023
Mortgages: To Pay Off or Not to Pay Off
April 13, 2023
Expect the Unexpected
April 3, 2023
Wedding Budget Tips
March 13, 2023
