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3 Key Strategies to Being a Successful Investor

Many people believe the best investment strategy is just "buy low and sell high," but as with most things in life, it's a bit more nuanced. The key to becoming a better investor long-term lies in the strategy you develop and your discipline to stay the course. Watch the webinar to learn the best way to create a custom investment strategy that can help you reach your long-term financial goals...

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The 3 Biggest Tax Mistakes High-Income Earners Make Every Year

Overlooked and often unknown errors can result in double taxation, an incorrect or incomplete tax return, or expensive penalties. As a corporate executive, you have unique factors to consider before submitting your taxes...

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Timing Your Shell Retirement

For Shell professionals, the difference between retiring at the end of one year and the beginning of the next can be hundreds of thousands of dollars in missed savings. Let's face it: if you’re not thinking about your pension, taxes, and other benefit payouts when selecting your retirement date, you’re potentially leaving money on the table.

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Q4 2021 Stock Market Update

Do you know which savings, tax, and investing strategies should you be considering to ensure that your finances can not only withstand the current volatility but achieve long-term success? Watch our quarterly market update where we identify the trends in global markets we've seen in 2021, address the core economic principles driving these trends, and walk through what we can expect going forward.

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7 Estate Planning Basics Today’s Professionals Need to Know

While many people believe estate planning requires sprawling properties or a specific range of asset value, estate planning benefits apply to a wide array of people regardless of net worth. When done correctly, an estate plan gives you confidence that your assets will pass to who and where you want them to in a tax-efficient manner and that your loved ones are provided for after you've passed. And the best part is, it's not as complicated as it may seem...

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5 Benefit Elections That Can Impact Your Taxes After Leaving BP

Choosing the right date to retire from BP is complicated because of the multiple variables at play. Your circumstances are unique and can be affected based on the date you choose. Watch the replay as we take an in-depth look at how these benefits determine the best date to retire from BP.

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Timing Your Chevron Retirement

As a Chevron employee, do you know the retirement date you choose can have a major effect on your retirement funds? After a long career at Chevron, picking a retirement date can actually be quite complicated. Let’s face it: if you’re not thinking about your employee benefits, taxes, and income distribution when selecting your Chevron […]

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What Does Biden's Tax Plan Mean for High-Income Earners? 8 Essential Financial Planning Strategies to Consider

In our on-demand webinar, WJA President and Wealth Manager Nick Johnson, CFA®, CFP®, discusses the potential financial implications of Biden's tax plan on wealthy families and how to incorporate financial planning strategies to lessen the impact.

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How to Prepare for an Upcoming Retirement from Shell: 7 Things Smart Retirees Do in Their Last 6 Months

You've worked your entire life to save for the retirement of your dreams. Yet, in the final months before your last day at Shell, numerous benefit elections, investment, savings, and tax decisions are made. Each of these financial decisions impacts and compounds off of one another, so making even just one wrong decision can create a significant headache and tax bill in retirement.

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Common Expat Mistakes and How to Avoid Them

Many oil expats get inundated with information on their new home's language, customs, and currency, but fail to take note of the various financial and tax changes that come with a transglobal move. Not tending to these details, or making the wrong decision about something, could result in costly mistakes. In this webinar, we'll discuss the frequent errors we encounter within tax returns from high-income earners, and how to prevent or correct these costly mistakes....

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2020 Election & The Markets

With such a long list of potential policy changes, it's important to be thinking about how you should save, invest, and plan for your best long-term outcome regardless of the election results. WJA President and Wealth Manager, Nick Johnson, CFA®, CFP®, dives into the potential financial implications of each party's proposed policies and how your financial planning should pivot to make the most of it.

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How to Start a Consulting Business

In this webinar, our experts discuss the major factors to consider before starting a consulting practice. Learn more about the tax opportunities and other factors to consider before venturing out on your own.

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How BP Employees Can Maximize Savings Using Their Retirement Benefits

BP offers employees generous retirement benefits. If you’re a BP employee, this webinar can help you make sure you’re saving efficiently and making the most of the retirement plans the company offers.

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How Inefficient Savings Strategies Could Cost Shell Executives Thousands

It’s human nature to worry about unfamiliar things, and the “right amount of savings” is certainly a big unknown. If you’re a Shell employee concerned about your savings plan for retirement, this webinar will help you take full advantage of the savings opportunities through Shell’s robust retirement plans and benefit offerings.