WJ Interests, LLC

Navigating the complexities of inherited IRAs just got a little clearer.

The IRS has updated guidelines on inherited IRAs, impacting how beneficiaries handle RMDs. Whether you're navigating the 10-year rule or eligible distributions, understanding these changes is crucial.

Read our latest blog for key insights: https://www.wjwealth.com/blog/inherited-iras-understanding-the-latest-irs-guidelines

August brought some unexpected twists to the markets. Curious about how major asset classes performed and what it means for your investments?

Dive into our latest WJ Notes for the full story: https://www.wjwealth.com/blog/2024-market-recap

Grateful to partner with the Fort Bend Chamber of Commerce for an exclusive tour of the Federal Reserve Bank and an insightful economic overview by Senior Economist, Jesse Thompson. A great chance to connect with clients and fellow chamber members!

Learn more about us: https://www.wjwealth.com/

Jonathan Chapman had an incredible time at the BEI: Exit Planning Conference in Denver this week! 🌟 Jonathan had the opportunity to connect with industry leaders and dive into the latest trends in business exit planning. Excited to apply these insights to help business owners gracefully and successfully exit their business and achieve their goals. Until next time, Denver!

WJ Interests Rises to #12 on Houston Business Journal's 2024 list of Houston-area private and family wealth management firms https://www.wjwealth.com/

𝘋𝘪𝘴𝘤𝘭𝘰𝘴𝘶𝘳𝘦: 𝘞𝘑 𝘢𝘯𝘥 𝘪𝘵𝘴 𝘢𝘥𝘷𝘪𝘴𝘰𝘳𝘴 𝘳𝘦𝘤𝘦𝘪𝘷𝘦 𝘢𝘸𝘢𝘳𝘥𝘴 𝘢𝘯𝘥 𝘩𝘰𝘯𝘰𝘳𝘴 𝘧𝘳𝘰𝘮 𝘵𝘪𝘮𝘦 𝘵𝘰 𝘵𝘪𝘮𝘦 𝘧𝘳𝘰𝘮 𝘷𝘢𝘳𝘪𝘰𝘶𝘴 𝘵𝘩𝘪𝘳𝘥 𝘱𝘢𝘳𝘵𝘺 𝘮𝘢𝘳𝘬𝘦𝘵𝘪𝘯𝘨 𝘧𝘪𝘳𝘮𝘴 𝘢𝘯𝘥/𝘰𝘳 𝘱𝘶𝘣𝘭𝘪𝘤𝘢𝘵𝘪𝘰𝘯𝘴. 𝘞𝘑 𝘥𝘰𝘦𝘴 𝘯𝘰𝘵 𝘴𝘰𝘭𝘪𝘤𝘪𝘵 𝘰𝘳 𝘱𝘢𝘺 𝘧𝘰𝘳 𝘢𝘯𝘺 𝘰𝘧 𝘵𝘩𝘦𝘴𝘦 𝘢𝘸𝘢𝘳𝘥𝘴 𝘰𝘳 𝘳𝘦𝘤𝘰𝘨𝘯𝘪𝘵𝘪𝘰𝘯𝘴. 𝘛𝘩𝘦𝘴𝘦 𝘢𝘸𝘢𝘳𝘥𝘴 𝘢𝘯𝘥 𝘩𝘰𝘯𝘰𝘳𝘴 𝘢𝘳𝘦 𝘣𝘢𝘴𝘦𝘥 𝘰𝘯 𝘵𝘩𝘦 𝘵𝘩𝘪𝘳𝘥 𝘱𝘢𝘳𝘵𝘺’𝘴 𝘤𝘳𝘪𝘵𝘦𝘳𝘪𝘢 𝘦𝘴𝘵𝘢𝘣𝘭𝘪𝘴𝘩𝘦𝘥 𝘴𝘰𝘭𝘦𝘭𝘺 𝘢𝘵 𝘵𝘩𝘦𝘪𝘳 𝘥𝘪𝘴𝘤𝘳𝘦𝘵𝘪𝘰𝘯. 𝘛𝘩𝘦 𝘏𝘰𝘶𝘴𝘵𝘰𝘯 𝘉𝘶𝘴𝘪𝘯𝘦𝘴𝘴 𝘑𝘰𝘶𝘳𝘯𝘢𝘭 𝘳𝘢𝘯𝘬𝘪𝘯𝘨 𝘪𝘴 𝘣𝘢𝘴𝘦𝘥 𝘰𝘯𝘭𝘺 𝘰𝘯 𝘢𝘴𝘴𝘦𝘵𝘴 𝘶𝘯𝘥𝘦𝘳 𝘮𝘢𝘯𝘢𝘨𝘦𝘮𝘦𝘯𝘵 𝘢𝘴 𝘰𝘧 𝘵𝘩𝘦 𝘦𝘯𝘥 𝘰𝘧 2023

Rising Unemployment May Force the Fed to Cut Rates - the unemployment rate went from 4.1% to 4.3%. The unemployment rate has risen for 4 months straight and the pace has accelerated.

Learn more & keep up with the latest financial trends with WJ Interests Charts of the Month https://www.wjwealth.com/wj-charts-of-the-month/wj-charts-of-the-month-july-2024

⭐Advisor Spotlight⭐
At WJ Interests, LLC, we pride ourselves on not just providing financial planning services in the Houston area, but also building strong, personal connections. We are excited to spotlight one of our dedicated financial advisors, Mateo Salmeron, as he shares his recent trip to Spain.

Advisor Spotlight: Mateo's Trip to Spain WJ Interests, financial advisor in Sugar Land, is spotlighting financial advisor, Mateo Salmeron, CFP®,  as he shares his recent trip to Spain.

The changes in tax rates and the standard deduction will be significant for many Americans.

Tax Cuts & Jobs Act: Most Critical Changes to Look Out For

A Summary of the Tax Cuts and Jobs Act (TCJA) A closer look at the Tax Cuts and Jobs Act (TCJA), starting in 2026 we will return to the previous tax laws unless Congress passes new legislation.

🌟 WJ Interests, LLC is proud to partner with McDonald & Wessendorff Insurance in sponsoring the AccessHealth Back to School Breakfast this morning! 🍎📚

We were honored to have our own Jared Jameson give remarks to help raise funds to support our community's students as they prepare for the new school year.

🎉 Exciting News! 🎉

We are thrilled to announce that WJ Interests is ranked #358 nationwide in Financial Advisor's 2024 Annual RIA Ranking! 🌟https://www.fa-mag.com/userfiles/000000000002024_IMAGES_ALL/FA_ISSUES_2024/FA_JULAUG_2024/2024_RIA_Ranking_Online.pdf

www.fa-mag.com

📊📆 WJ Charts of the Month Snapshot📰
1️⃣ Hurricane Beryl
2️⃣ Europe in Decline
3️⃣ Inflation X Ray
4️⃣ AI Use in Medical Research
5️⃣ Inflation Continues to Decline
https://www.wjwealth.com/wj-charts-of-the-month/wj-charts-of-the-month-june-2024

🗳️ Election Concerns 📈

Worried about market volatility with the upcoming election? Here's what you need to know:

🔹 Recent stock returns are strong, despite election fears.
🔹 Historically, elections don't impact long-term returns.
🔹 Moving to cash might not be the safest strategy.

Learn why sticking to your plan could be the smartest move. 📊💡

🔗 Read WJ Blog now! https://www.wjwealth.com/blog/election-concerns

💬 How do you handle investments during elections? Share your thoughts!

Election Concerns Good news for financial election concerns, historically, elections haven’t mattered to long-term returns, a Trump vs. Biden election won’t have many surprises.

📊📆 WJ Charts of the Month Snapshot📰
1️⃣ Price Cuts at Major Retailers 🛒
2️⃣ Corporate Profit Margins Soar 📈
3️⃣ OPEC+ Boosts Oil Production 🛢️
4️⃣ Hard Data vs. Soft Data 🔍
5️⃣ Stocks Rebound, Alts Still Lead 💹
https://www.wjwealth.com/blog/wj-charts-of-the-month

WJ Charts of the Month Explore key economic and financial market analysis including GDP, inflation, stock and bond performance, sector analysis, and more.

Congratulations to Mateo Salmeron and all the graduates of the Fort Bend Leadership Forum Class of 2024!

We are proud to announce the graduation of the Fort Bend Leadership Forum Class of 2024! Over the last 10 months, these 50 business area leaders took a deep dive into Fort Bend County, forming lifelong friendships along the way.

🌟💰Boost Your Retirement Spending Power with Less Risk 🚀💼
You can live a fulfilling retirement without the fear of running out of money early. Plan wisely, spend confidently, and enjoy your golden years! 🌟

Smart Retirement Spending: How to Increase Wealth/Spending With Less Risk Maximize your retirement with dynamic withdrawal methods, spending rates, and investment decisions to spend more with less risk

WJ is proud to sponsor Sugar Land Rotary Shrimp & Spice!

A special thank you to all of the participating sponsors for Shrimp & Spice Global. Fusion. Fest. Learn more about this exciting family friendly event and sponsorship opportunities online at www.shimpandspice.com

Brandon Arns was thrilled to share insights on alternative investments at the Houston RIA Summit yesterday!

📊📆 WJ Charts of the Month Snapshot📰
1️⃣ Another Hot Inflation Report 📈
2️⃣ Violent Crime is Falling 🔒
3️⃣ Immigration Holding up Employment?💼
4️⃣ Total Solar Eclipse🌑
5️⃣ Tough Month for All but Alts💰
https://www.wjwealth.com/blog/wj-charts-of-the-month

WJ Charts of the Month - WJ Interests Explore key economic and financial market analysis including GDP, inflation, stock and bond performance, sector analysis, and more.

We had an incredible time teaming up with Stellar Bank for a collaborative networking event yesterday! 💼 The evening brought together industry leaders, sparking insightful conversations and forging valuable connections. Here's to more partnerships and growth ahead! 🚀

Mateo Salmeron had an unforgettable trip to Washington DC with the Fort Bend Leadership Forum! From touring the Naval Academy to paying respects at Arlington Cemetery, every moment was filled with history and inspiration. Meeting Congresswoman Lizzie Fletcher was an honor.

📊📆 WJ Charts of the Month Snapshot!📈
1️⃣ Cocoa Crisis 🍫
2️⃣ Leading Economic Indicators (LEI) No Longer Saying Recession 📊💼
3️⃣ Travel Fever ✈️🌍
4️⃣ Tight Credit Spreads 💳💰
5️⃣ US Becomes Leader in Natural Gas Exports⚡️
https://www.wjwealth.com/blog/wj-charts-of-the-month

WJ Charts of the Month - WJ Interests Explore key economic and financial market analysis including GDP, inflation, stock and bond performance, sector analysis, and more.

🔍 Exploring the Future of Social Security 🔍
The future of Social Security is a topic that's constantly under the microscope. While the exact roadmap ahead remains uncertain, grasping these potential adjustments is vital. 💼💰

The History of Social Security - WJ Interests In August 1935, Franklin D. Roosevelt signed the Social Security Act into law, establishing a financial safety net for Americans in retirement. Since then, Social Security has evolved with adjustments like Cost-of-Living Adjustments (COLA) and the 1983 Social Security Amendments to accommodate chang...

📊 Taking a deep dive into the $34 trillion U.S. government debt figure. 💡 Context is key! Let's cut through the noise and understand what these numbers really mean for our economy. 🌐💼 Read WJ's Blog and view presentation:

Government Debt Explained: Contextualizing $34 Trillion - WJ Interests Demystifying Government Debt contains insights on U.S. debt, GDP growth, and the dollar's resilience. Learn why default fears are overstated.

📈 WJ Charts of the Month Snapshot! 🚀📊
1️⃣ Japan's 34-Year High! 🇯🇵💹
2️⃣ Bitcoin Skyrockets Post-ETF! 🌐💰
3️⃣ Nvidia's Power Month! 💻💡
4️⃣ US Money Moves! 💵📊
5️⃣ Nat Gas Hits 30-Year Low! ⛽📉
Read more: https://wjwealth.com/wj-charts-of-the-month/ 🌐💼

WJ Charts of the Month - WJ Interests Explore key economic and financial market analysis including GDP, inflation, stock and bond performance, sector analysis, and more.

🌟 WJ Interests, LLC is proud to sponsor A Night at the Museum honoring former Mayor Jimmy Thompson for his founding role in the Sugar Land Heritage Foundation! 🏛️🎉Here's to preserving our rich history and honoring those who paved the way for our community's legacy.

🌟 The WJ advisors left buzzing with inspiration after the State of the City Sugar Land event hosted by Fort Bend Chamber of Commerce this morning! 🏙️💡 Exciting times ahead as we dive into making positive changes for our community! ✨

🚀 Embrace uncertainty, seize opportunity! 💼💡 "The only certainties in life are Death and Taxes," said Benjamin Franklin. 💬💡Diversify, stay vigilant, think long-term. 📈💼 Turn uncertainty into your advantage! 💥 🚀🌟Read WJ's Blog:

Learning to Accept Uncertainty - WJ Interests Benjamin Franklin has a frequently referenced quote, “The only certainties in life are Death and Taxes,” which is a very true statement, but I feel that he may have left out another certainty we face: uncertainty. One thing for certain is, there will always be uncertainty about what the future w...

WJ Interests, LLC is proud to sponsor the Parks Youth Ranch Go Fish event!

The 9th Annual Go Fish is just 3 months away on Saturday, April 6. Bring your kids and friends out for a fun filled day. Sponsorships start at just $250 and wristbands are $25. Kids 3 and under are free!
Find out more information the link below.
https://www.parksyouthranch.org/events/gofish2024

🌟 From intern to advisor, Brandon Arns' journey with WJ Interests has been nothing short of inspiring. 🚀 We've had the pleasure of witnessing his growth and expertise over the past 10 years. 🙌 Lucky to have you on our team, Brandon! Here's to a decade of hard work, dedication, and countless accomplishments. 🥂 🎈Learn more about Brandon: https://wjwealth.com/team/brandon-arns/

WJ Charts of the Month - Your monthly dose of financial insights, neatly packed into one concise slide deck. Stay ahead of the game with the latest market trends and data.

In this edition, we cover several financial topics including:
1️⃣ Hot Q4 GDP 🔥
2️⃣ Cash on the Sidelines? 💰
3️⃣ Rising Home Prices 🏡💸
4️⃣ A Glimpse into the Texas Economy 🤠💼
Read more: https://wjwealth.com/wj-charts-of-the-month/ 💡 📊📰

WJ Charts of the Month - WJ Interests Explore our comprehensive financial chart deck featuring key economic and financial market analysis including GDP, inflation, stock and bond performance, sector analysis, and more. Designed for high-net-worth clients seeking insightful market data.