Insights
The Beginning of a New Era? Why Valuation Matters More than Ever
Which house is cheaper: the one that costs $200k or $1 million? It seems simple enough, right? But before you answer, ...
2025 Investment Predictions: Economic and Market Trends
It’s forecasting time around the investment industry, and last year I took a stab at predicting what would happen to ...
Maximize Your Savings: 529 to Roth IRA Conversions Explained
In our last post about college planning, we explored the advantages of 529 savings plans for education costs. But what ...
Investing is Hard: Even if You Know the Future
What if you had access to tomorrow's Wall Street Journal today? What if you knew the inflation data a day before ...
Future-Proof Your Education Costs: 529 Savings Plan Explained
Saving for education has always been a priority for many families, and a 529 savings plan can be a powerful tool in ...
Election Concerns
Over the past few weeks, we've had multiple discussions about the upcoming election and its potential impact on ...
Government Debt Explained: Contextualizing $34 Trillion
As headlines frequently alarm us with dire predictions about soaring national debt levels, it’s crucial to approach ...
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 ...
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 ...
