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: Education Planning – Tax-Efficient Saving Strategies for Your Children or Grandchildren’s Education

Thursday, August 24, 2017
11:30 AM - 12:00 PM CST

Online

Webinar: Estate Planning – It’s More Than Just Writing a New Living Will

Thursday, August 31, 2017
11:30 AM – 12:00 PM CST

Online

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

Wednesday, September 6, 2017
11:30 AM – 12:00 PM CST

Online
  • 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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  • Market Update | The Markets (as of Market close July 31, 2017)

    The last day of July saw each of the indexes listed here post gains over their June closing values. Despite slumping tech stocks at the end of the month, the Nasdaq led the benchmarks for the month, closely followed by the Global Dow, as each index gained over 3.0%. Both the large-cap Dow and S&P …

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  • Thoughts From Willis | What it Means to Have a Proactive Versus a Reactive Advisor

    A financial advisor’s basic duty is to ask the client questions, gather financial data, and ultimately design a plan that meets the financial needs and obligations of the client. But the key component inherent in a proactive and competent financial advisor is one who makes adjustments in response to life-changing situations. The reality is that …

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  • Financial Fact | Soaring Education Costs

    Did You Know that the Cost of Education is Continuing to Soar, Faster than Inflation or Healthcare Costs?   According to the U.S. Census Bureau, as of 2015, 88% of the United States population age 25+ had obtained a high school degree, and only 32.5% of the population had obtained a bachelor’s degree.  Additionally, only 12% …

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  • What Nick’s Reading | Sequence of Return Risk

    Recently, a client of mine came in to see me and said he was ready to retire. He had crunched the numbers. He knew his expenses. He reviewed his portfolio value. And he believed he was in good shape. He had a $2 million portfolio and needed $90,000 a year to live comfortably. That is …

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  • Market Update | The Markets (as of Market close June 30, 2017)

    The second quarter proved to be a bit bumpy for equities, but each of the benchmarks listed here closed the quarter ahead of their first-quarter closing values. April saw equities close the month ahead of March, buoyed by favorable corporate earnings reports, proposed tax cuts, and strong foreign economic advances. Nasdaq led the way posting …

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  • Thoughts from Willis | Revamped Website

    We are pleased to announce the launch of our revamped website! We are always looking for ways to improve and give you a better experience by providing the best service. We revamped our website with you in mind. At Willis Johnson & Associates, it’s important to us that we deliver high-quality and personalized service to …

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  • Financial Fact | President Trump Promotes the Weakening of the U.S. Dollar

    Do You Know that President Donald Trump Has Recently Been Promoting the Weakening of the U.S. Dollar?   As we know, President Trump’s emphasis during the campaign has been to bring back U.S. manufacturing jobs, which have left many rural areas that have made up the core of his constituency. One way he has suggested to …

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  • What Nick’s Reading | Who is going to be there for you if your advisor retires?

    Does your financial advisor have a succession plan?   Your financial advisor has most likely done quite a bit of planning for you. It’s one of the big things we do. We plan. Despite the fact that they are in the planning industry, they may not have a plan for themselves. And, that lack of …

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