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Manage your investments with the long game in mind.

Manage your investments with the long game in mind.

At Willis & Machnik, appropriate asset allocation is the first step in designing an investment portfolio that can help you pursue your goals for the future. Our investment strategy relies heavily on diversification to help weather the stock market’s routine fluctuations, and we regularly monitor and rebalance your portfolio to take advantage of timely, tax-saving opportunities.

Based on your goals, liquidity needs, time horizon, and personal risk tolerance, we’ll build an investment strategy that integrates seamlessly with your broader financial plan and maximizes your potential for growth.

Do you know your appetite for risk? Take our survey:   Risk Tolerance Assessment

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Education Library 

Behavioral Finance

Behavioral Finance

An amusing and whimsical look at behavioral finance best practices for investors.
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Rebalancing Your Portfolio

Rebalancing Your Portfolio

Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
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