WJ Blog

Election Concerns

Jared Jameson June 26, 2024

Over the past few weeks, we've had multiple discussions about the upcoming election and its potential impact on ...

Smart Retirement Spending: How to Increase Wealth/Spending With Less Risk

Brandon Arns May 15, 2024

We recently recorded a presentation explaining how some simple modifications to client’s current financial plans can ...

The History of Social Security

Mateo Salmeron April 04, 2024

In August 1935, Franklin D. Roosevelt signed the Social Security Act into law, establishing a financial safety net for ...

Government Debt Explained: Contextualizing $34 Trillion

Brandon Arns March 14, 2024

As headlines frequently alarm us with dire predictions about soaring national debt levels, it’s crucial to approach ...

Learning to Accept Uncertainty

Mateo Salmeron February 14, 2024

Benjamin Franklin has a frequently referenced quote, “The only certainties in life are Death and Taxes,” which is a ...

10 Predictions for 2024

Brandon Arns January 26, 2024

“It’s tough to make predictions, especially about the future.” – Yogi Berra Around now is the time we at WJ are ...

Christmas in Europe

Mateo Salmeron January 05, 2024

This past December, my wife and I decided to embark on a trip to the infamous Christmas markets in western Europe. Our ...

The Ongoing Story: Inflation and the Federal Reserve

Jared Jameson 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 ...

Redefining the Narrative: The Brighter Side of Financial News

Brandon Arns December 11, 2023

If you haven’t already, please read the first part of this series which discusses how today’s news presentation leads ...

2024 SECURE Act 2.0 Changes

Mateo Salmeron December 01, 2023

Last year, Congress passed a new tax bill called “The SECURE Act 2.0” that carried a long list of changes to the tax ...

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