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WJ Interests, LLC
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WJ Interests, LLC has provided Fee-Only financial advice to individuals, families and businesses since 1996.
WJ Interests, LLC has provided Fee-Only financial advice to individuals, families and businesses since 1996.

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Last week we announced the release of our new WJ Client Investment Portal App (“WJ App”) for Apple and Google devices. In addition to the WJ App, there was another major update for the WJ Portals on both desktop and mobile devices. With this new functionality, clients will be able to create a link between the WJ Portal, and all of their financial accounts. Click the link below to for more information!
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We are pleased to announce a significant update to the WJ Client Investment Portal App (“WJ App”) for Apple and Google devices. We think the new app will provide more convenience, information and a better experience for our clients at WJ.
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As many of you are aware, the new tax law, dubbed the Tax Cut and Jobs Act (TCJA), was passed at the end of last year. In this WJ Notes, we will summarize many of the tax changes that have taken effect in 2018. It should be noted, however, that since this law was passed under a simple majority vote in the Senate, a “sunset” provision was included, meaning that these individual tax changes will no longer apply after December 31, 2025.
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The bitcoin mania is upon us. Some people believe that either the coin itself or the underlying technology will change the world forever, while others think this it is an over-hyped flash in the pan. In this WJNotes, we’re going to explain some of the basic concepts of a decentralized currency like bitcoin, and its prospects as an investment.
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As we approach the end of 2017, it’s important to be aware of some tax strategies that can be implemented. There are some strategies that can wait until your tax filing deadline, however, the following strategies must be implemented before year end.
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Next week we are buying a fund called Stone Ridge Reinsurance Risk Premium Interval Fund (SRRIX) in most client portfolios. This fund invests in what are called Insurance Linked Securities (ILS). In this WJNotes, we explain some of the basics of reinsurance, how it fits into your portfolio, and how an interval fund works.
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In his recent article, Jason Zweig highlights some of the struggles that the industry and government have had in compelling all advisers to act as fiduciaries for their clients. He suggests 19 questions and answers that you should ask your advisers to confirm they are acting in your best interest. We list the questions along with his answers (in parenthesis), as well as some additional commentary by us as we agree with most, but not all his suggested answers.
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In light of a much-anticipated active hurricane season, we're reminded that now is the time to prepare for the proverbial storm. There are many key facets to being financially prepared including knowing where you stand with regards to insurance, estate planning, taxes, cash management, investments and risk.
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