WJBlog
Boost Retirement Spending and Your Legacy with Smart Portfolio Adjustments
This is the second part in a series of posts that discuss strategies to make retirement plans better. If you haven’t ...
Are Traditional Financial Models Limiting Your Retirement?
Discover how traditional financial models may be holding you back. In this first part of a series, we explore the ...
What Makes a Financial Plan...Better?
A financial plan is a personalized roadmap that outlines your financial goals, and the strategies to achieve them. ...
2024 Market Recap: A Look at Key Asset Class Performances
We’re almost 2/3rds through the year, and until recently, it’s been a pleasant year in markets. Below is the ...
Smart Retirement Spending: How to Increase Wealth/Spending With Less Risk
We recently recorded a presentation explaining how some simple modifications to client’s current financial plans can ...
Government Debt Explained: Contextualizing $34 Trillion
As headlines frequently alarm us with dire predictions about soaring national debt levels, it’s crucial to approach ...
10 Predictions for 2024
“It’s tough to make predictions, especially about the future.” – Yogi Berra Around now is the time we at WJ are ...
Redefining the Narrative: The Brighter Side of Financial News
If you haven’t already, please read the first part of this series which discusses how today’s news presentation leads ...
How Today’s Headlines Shape Our Perspective
Turn on the news, and it’s hard to miss headlines like “Spiraling Debt”, “Crippling Inflation”, “Rampant Crime”, and ...
A Recap of 2023 So Far
I’ve been gone for the last 3 weeks, enjoying time with our newest daughter, Blaire. She was born August 21, at a solid ...
