Insights
Learning to Accept Uncertainty
Benjamin Franklin has a frequently referenced quote, “The only certainties in life are Death and Taxes,” which is a ...
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 ...
Christmas in Europe
This past December, my wife and I decided to embark on a trip to the infamous Christmas markets in western Europe. Our ...
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 ...
2024 SECURE Act 2.0 Changes
Last year, Congress passed a new tax bill called “The SECURE Act 2.0” that carried a long list of changes to the tax ...
Bundling for the New Year
As the holiday season rapidly approaches, many of us are considering bundled gift ideas for our loved ones. During the ...
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 ...
Cash is Not King
“Why should I invest in stocks or bonds when I can earn over 5% in cash through money market funds or high yield ...
The Resumption of Student Loans
Student loan debt has become a hot-button issue this year, with many borrowers feeling the weight of their financial ...
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 ...
