Willis Johnson and Associates hosts several lunch seminars and webinars at various times throughout the year for our clients and prospective clients. Some of the featured topics: Financial Planning, Retirement Planning, Investments, Estate and Income Tax Planning, and Considerations for Setting Up a Consulting Business Post-Retirement. If you are interested in joining us at one of our upcoming events, please use the registration links below or contact Geraldo Olivo at (832) 615-3900.

Webinar: An In-Depth Look: 401(k)s and Pension Plans

Thursday, October 19, 2017
11:30 AM – 12:00 PM CST

Online

Retirement Seminar for Corporate Professionals

Tuesday, October 24, 2017
11:30 AM – 12:50 PM CST

Carmelo's Ristorante
14795 Memorial Dr Houston, TX 77079

Retirement Seminar for Corporate Professionals

Thursday, October 26, 2017
11:30 AM – 12:50 PM CST

The Houston Club
One Shell Plaza, 910 Louisiana St, Suite 4900, Houston, TX 77002

Webinar: How to Analyze Your Employer Sponsored Insurance

Thursday, November 2, 2017
11:30 AM – 12:00 PM CST

Online
  • What Nick’s Reading | The Prospect of Corporate Tax Reform is Moving the Market

      Despite what happens in regards to the proposed tax reform effort, the outcome will impact the market. This is to be expected, considering the heavy Republican focus on tax reform action. Policy makers have established the issue as a priority on the legislative agenda, and market pricing will shift as investors weigh the likelihood …

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  • Market Update | The Markets (as of market close September 29, 2017)

    Trading during the summer months is customarily slow, and the summer of 2017 proved no different. July kicked off the third quarter with equity markets enjoying noteworthy gains over their June closing values. Both the Dow (2.54%) and S&P 500 (1.93%) posted significant gains, as did the Global Dow (3.13%). The Nasdaq posted a very …

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  • How Businesses Can Assist Their Employees With Hurricane Harvey Expenses

    Did you know that companies can assist their employees affected by Hurricane Harvey in a tax-advantaged way?   If you are a business owner, or a consultant with an LLC or a sole proprietorship, you can make payments to your employees affected by Harvey, yourself included, which will not be subject to income or payroll …

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  • Equifax: What You Need to Know

    There are two things that seem to be at the forefront of everyone’s mind at the moment: Mother Nature’s most recent wave of hurricanes and the Equifax security blunder. Unfortunately, it’s impossible to prevent a hurricane, but it is possible to defend one’s valuable information against cybercriminals.   Cyberwar is becoming an ever-increasing threat, and …

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  • Financial Fact | Net Unrealized Appreciation

    Do you have employer stock in your 401(k)?  Don’t take your first withdrawal until you learn more about Net Unrealized Appreciation (NUA).   If you have employer stock in your 401(k), you might have an NUA distribution opportunity.    NUA is the difference in value between what you or your employer paid for the stock …

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  • What Nick’s Reading | Hurricane Harvey Help and Advice

    Hurricane Harvey had a tremendous impact on Houston and the surrounding areas and, just like you, we’ve watched as the aftereffects shake the lives of our friends, loved ones, and even our own families.    Our team, for the most part, stayed high and dry, though Willis’ house was affected by the Addicks Reservoir release. While …

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  • Market Update | The Markets (as of market close August 31, 2017)

    Equities in August saw many peaks and valleys throughout the month, finally rallying at the end of the month. Strong second-quarter gross domestic product (GDP) figures, steady job gains, and increased consumer spending sent stocks higher, despite stagnant inflation and heavy personal and financial losses caused by Hurricane Harvey. The large caps of the S&P …

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  • Thoughts From Willis | Congratulations to Alexis Long, Wealth Manager!

    As we end the summer, let us take a moment to congratulate Alexis Long, who was recently promoted to Wealth Manager at the Firm.   Alexis has been with Willis Johnson & Associates for three years now and has worked her way up from Paraplanner to Associate Wealth Manager to Wealth Manager.    Alexis earned …

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  • Financial Fact | Impact of Being Out of the Market

    Did you know that missing the 10 best days of the stock market would have reduced your return by 3.68% per year over the last two decades?   Not only that, but six of the 10 best days in the stock market occurred within two weeks of the 10 worst days in the stock market …

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  • What Nick’s Reading | P/E Ratios Predict Long-Term Returns

    P/E Ratio’s don’t do as well Predicting Returns in the Short Run as they do in the Long Run   We are currently sitting at a forward price-to-earnings (P/E) ratio of about 18x, which is above the 25-year long-run average of 16.0x.  Even though we are above the long-run average, that does not necessarily mean …

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