Insights
Get the Latest Financial Insights from the WJ Team
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- WJNotes Portfolio and economic discussions for WJ Clients
- Charts of the Month Monthly investment and economic visual data insights
- Retirement How to Maximize spending/legacy in retirement
- Living Fully Aligning wealth with values for a life of purpose
- Investing Investing insights
- Taxes Tax tips and strategies
- Business Succession Insights on Business Succession Planning
- Insurance Protecting wealth with insurance strategies
- Estate Planning Strategies to preserve and transfer wealth
- Additional Financial Topics Other financial planning topics
June 5, 2024
WJ Charts of the Month - May 2024
July 12, 2024
WJ Charts of the Month - June 2024
August 8, 2024
WJ Charts of the Month - July 2024
September 9, 2024
WJ Charts of the Month - August 2024
October 9, 2024
WJ Charts of the Month - September 2024
November 11, 2024
WJ Charts of the Month - October 2024
December 5, 2024
WJ Charts of the Month - November 2024
January 8, 2025
WJ Charts of the Month - December 2024
February 6, 2025
WJ Charts of the Month - January 2025
March 6, 2025
WJ Charts of the Month - February 2025
April 9, 2025
WJ Charts of the Month - March 2025
May 8, 2025
WJ Charts of the Month - April 2025
June 10, 2025
WJ Charts of the Month - May 2025
July 8, 2025
WJ Charts of the Month - June 2025
August 6, 2025
WJ Charts of the Month - July 2025
September 8, 2025
WJ Charts of the Month - September 2025 (data thru August)
October 6, 2025
WJ Charts of the Month - October 2025
November 5, 2025
WJ Charts of Month - November 2025
December 8, 2025
WJ Charts of the Month - December 2025
January 7, 2026
WJ Charts of the Month - January 2026
August 27, 2024
2024 Market Recap: A Look at Key Asset Class Performances
December 17, 2024
Evolving Portfolio Benchmarks: Changes Coming in 2025
April 7, 2025
Navigating Market Uncertainty Together
September 16, 2025
Portfolio Resilience: Embracing Uncertainty
December 23, 2025
Living Fully, Beyond Wealth into 2026
January 28, 2026
"Let the Good Times Roll" Investment Webinar Recap
February 14, 2024
Learning to Accept Uncertainty
March 14, 2024
Government Debt Explained: Contextualizing $34 Trillion
April 4, 2024
The History of Social Security
June 26, 2024
Election Concerns
July 24, 2024
A Summary of the Tax Cuts and Jobs Act (TCJA)
August 1, 2024
Advisor Spotlight: Mateo's Trip to Spain
August 28, 2024
Inherited IRAs: Understanding the Latest IRS Guidelines
September 17, 2024
Introduction: What Makes a Financial Plan...Better?
September 23, 2024
Future-Proof Your Education Costs: 529 Savings Plan Explained
September 25, 2024
Part 1: Are Traditional Financial Models Limiting Your Retirement?
October 29, 2024
Investing is Hard: Even if You Know the Future
November 5, 2024
Maximize Your Savings: 529 to Roth IRA Conversions Explained
November 7, 2024
Part 5: Case Studies on Enhancing Your Retirement
November 19, 2024
Trump's Potential Tax Proposals: What You Need to Know
November 21, 2024
Part 6: Beyond Wealth | A Journey to Fulfillment
January 14, 2025
2025 Investment Predictions: Economic and Market Trends
February 5, 2025
Living Fully, Beyond Wealth: Aligning Your Money with Your Purpose
February 10, 2025
Living Fully: An Introduction to New Blog Series on Wealth and Purpose
February 12, 2025
6 Financially Smart Ways to Start 2025
April 16, 2025
Wills and Beneficiaries: What You Need to Know
June 30, 2025
Estate Planning: The Foundation of Your Legacy
July 14, 2025
Life Insurance: Why it Matters
July 16, 2025
Understanding the Big Beautiful Bill
July 23, 2025
Liability Insurance: Protecting Your Assets
August 14, 2025
Living Fully with Florence Gibson: Traveling the World
August 20, 2025
A Quick Primer on Reinsurance
August 28, 2025
Social Security Retirement Benefits: What You Need to Know
September 4, 2025
Is Leverage Risky?
September 25, 2025
Qualified Charitable Distributions: Tax-Smart Giving
October 2, 2025
Is Your Stock Manager Any Good? Equity Factors Can Tell You
December 5, 2025
Understanding Required Minimum Distributions (RMDs)
December 11, 2025
Tis the Season for Giving — and for Scams
December 12, 2025
Year-End Financial Checklist
December 17, 2025
Tips for Preventing Fraud
December 19, 2025
