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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 to this month’s podcast episode.   Please click here to read a transcript of the podcast.     At Willis Johnson & Associates, we take the time to understand you by combining employee benefits expertise and financial planning insight with the emotional elements of your life.    Willis Johnson, CFP® President and CEO

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 important to know what to expect before stepping into this initial meeting and we want you to be prepared when you visit with any firm.   Please click the player below 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 employee benefits expertise and financial planning insight with the emotional elements of your life.        Willis Johnson, CFP® President and CEO   Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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 employee benefits expertise and financial planning wisdom with the emotional elements of your life.  Willis Johnson, CFP® President and CEO Investing involves risk including the potential loss of principal. No investment strategy, including diversification, asset allocation, and rebalancing, can guarantee a profit or protect against loss. Past performance is not indicative of future results. In general, the bond market is volatile as prices rise when interest rates fall and vice versa. Any fixed income security sold or redeemed prior to maturity may be subject to a substantial gain or loss. An issuer may default on payment of the principal or interest of a bond. Bonds are also subject to other types of risks such as call, credit, liquidity, interest-rate, and general market risks. Although the information has been gathered from sources believed to be reliable, it cannot be guaranteed.  This material may contain forward-looking statements and projections. There are no guarantees that these results will be achieved. The S&P 500 is an unmanaged index generally representative of the U.S. stock market and cannot be invested in directly.

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 | Google Play | Stitcher | RSS Please click here to read a transcript of the podcast. At Willis Johnson & Associates, we take the time to understand you by combining employee benefits expertise and financial planning wisdom with the emotional elements of your life. Willis Johnson, CFP® President and CEO Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss. Past performance is not indicative of future results. Although the information has been gathered from sources believed to be reliable, it cannot be guaranteed. This material may contain forward-looking statements and projections. There are no guarantees that these results will be achieved. The S&P 500 is an unmanaged index generally representative of the U.S. stock market and cannot be invested in directly. Market data obtained from the following sources: Yahoo Finance and Morningstar.