James H. Willis, III
Founder and President
The Willis Agency, Inc
813-948-9109
Jim@TheWillisAgency.com
www.TheWillisAgency.com
1 Peter 5:7
A bunch, believe it or not. It’s a major theme throughout the entire Bible. Spiritually speaking, the Bible has a great deal to say about investments and investment decision making. For example, we need to be aware of 5 things in our decision process.
1st is Diversification, 2nd is Our Long Time Horizon, 3rd is What Our Professional Counsel May Suggest, 4th Ask What Are Our Motives, and 5th What Is Your Personal Perspective on Things.
Next, we need to always be aware of the investment worlds larger picture. Investments are a tool and not an end in themselves. Here are the 4 Universal “Big Pictures”. 1) Economic uncertainty is always certain-isn’t that true? 2) Economic prosperity is certain only in retrospect. All the education and experience is still uncertain. 3) Economic cycles (ups & downs) are normal, and to ignore them is foolish and dangerous. 4) The future cannot be predicted, we just don’t know what we don’t know.
When you and I are looking at investing, we should be aware of some of the quantitative variables that affect our objectives. They are our age, our temperament, our situation, the financial climate, and the timing of income and cash flow.
When we are looking for options, they are not found in company names per say, but in classes and periods; for example, by time period, the dollar cost averaging, or by asset class-in allocation or by specific investment desires and even in geography-parts of the country or world and lastly, having professional help.
Personally, at the Willis Agency, we specifically focus on the Preservation Phase of money. Long ago we realized that we were working with many retired people and they just didn’t want that roller coaster ride of the ups and downs with their life savings anymore.
I also found that everybody talks about making money, but few show how to keep your money.
At the Willis Agency, that’s what we do. We show people how to keep their money. I just never wanted to be that guy who you call on Monday and say, “What happened to all of my money?” I just do not like that scenario. We also have a concept of having your money match your age.
So, all my customers can say that they have never lost 1 dime of money, ever! If you want to find out how to never lose money again and how to have your money last as long as you do, give the office a call to set up an appointment 813-948-9109.
In conclusion, I have listed several verses for your review.
Prov. 24:27, Prov. 28:20, Luke 14:28, Prov. 6:6-8, Ecc. 11:1-2, Prov. 15:16, II Peter 3:4, James 1:5, Heb 11:6, Prov 4:20-27.
Caring for you and yours,
Jim