Evolving Portfolio Benchmarks: Changes Coming in 2025
December 17, 2024
Celebrate! 2024 will likely (there are a couple of weeks left) be a banner year in investment markets. But instead of discussing performance in this WJNotes, we will focus on some exciting changes coming to our investment benchmarks. Recently, we've discussed changes to our retirement planning approach in numerous blogs and at our luncheon
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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.
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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.
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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.
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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.
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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:
