Willis Johnson & Associates

Today, we are sitting down with Jason Mishaw who is an associate wealth manager at Willis Johnson & Associates. We are going to be discussing investment planning for clients and the emotional aspects that come with making investment decisions. What should you do when the markets go up and how should you react when the markets go down? We'll be sharing our insights on how to eliminate fear and greed from clouding your judgment in making investment decisions. Click the player below to listen...

3 Important Questions to Consider During the First Meeting with a Financial Advisor What should you look for in a financial advisor before making a long-term commitment? Meeting with a wealth manager doesn't have to be overwhelming. Here's how you can prep! In today's podcast, I sit down with Alexis Long, a CERTIFIED FINANCIAL PLANNER™ professional, to discuss what you should expect from the first meeting with a financial advisor and what you should leave with when the meeting ends. It's...

When Should You Rebalance a Portfolio? To rebalance or not to rebalance, that is the question. In today's podcast, I will discuss what it means to rebalance a portfolio, three reasons as to why you should rebalance, when is the right time to rebalance, and the best practices for portfolio rebalancing. Please click the player to listen to the podcast. Please click here to read a transcript of the podcast. At Willis Johnson & Associates, we take the time to understand you by combining...

As 2016 comes to an end, we put together our first podcast. One of our goals for 2017 is to increase the channels of communication with you. This podcast will give you a quick review of 2016, a history of what happened in our markets, our outlook for 2017, and insight on how we are adjusting our portfolios for 2017 in the market ahead. Please click the player to listen to the podcast. Podcast: Play in new window | Download (Duration: 8:30 — 11.7MB) | Embed Subscribe: iTunes | Android |...

As 2016 comes to an end, we put together our first podcast. One of our goals for 2017 is to increase the channels of communication with you. This podcast will give you a quick review of 2016, a history of what happened in our markets, our outlook for 2017, and insight on how we are adjusting our portfolios for 2017 in the market ahead. Please click the player to listen to the podcast. Please click here to read a transcript of the podcast. At Willis Johnson & Associates, we take the time to...