James H. Willis, III
Founder and President
The Willis Agency, Inc.
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 five things in our decision process.
First is diversification, second is our long time horizon, third is what our professional counsel may suggest, fourth is asking what are our motives, and fifth is your personal perspective on things.
Next, we need to always be aware of the investment world’s larger picture. Investments are a tool and not an end in themselves. Here are the four 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 and 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 one 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 at 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.