Unlocking Growth Potential: Introducing Enhanced Growth Portfolio Strategy
September 5, 2024
At WJ, perhaps our most important investment principle is that diversification works. That might seem obvious or even cliché, but we take it very seriously.
Read More
2024 Market Recap: A Look at Key Asset Class Performances
August 27, 2024
We’re almost 2/3rds through the year, and until recently, it’s been a pleasant year in markets. Below is the performance of the major asset classes through the end of July.
Read More
The Ongoing Story: Inflation and the Federal Reserve
December 18, 2023
As 2023 wraps up, we discuss what has happened this year and what we expect in 2024 in this WJNotes. We also describe trades to be placed over the next month.
Read More
Expect the Unexpected
April 13, 2023
In our last WJBlog, we discussed the collapse of Silicon Valley Bank (“SVB”) and its investor implications. Fortunately, as of now, the bank failure has not spread to other banks. However, SVB’s failure will likely lead to FDIC limit adjustments and could tighten credit conditions, increasing the chance of a recession.
Read More
2023 Commentary and Outlook
February 6, 2023
Happy New Year! We hope your year is off to a good start. January was a banner month for stocks and bonds, up 8.0% and 3.3%, respectively. Usually, a good January means a good year. We will see.
To understand our outlook and portfolio positioning, please review the following items recently posted to our website:
We Survived
December 27, 2022
Successful investing is about survival. Survival means avoiding losses that can’t be recovered when the market turns. Unfortunately, some investors will not survive 2022. Investors in cryptocurrencies, Cathie Wood’s ARK fund, many wildly overpriced technology stocks, and long-term, risky bonds have lost the game permanently.
Read More
