Planning Matters
We share our financial planning knowledge and advice because it’s the right thing to do.
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2025 Market Review and Outlook 2026
After Three Strong Years, What Comes Next for Markets in 2026? Key Takeaways 2025 marked a third consecutive year of positive returns for...
What Coral Restoration Teaches Us About Long-Term Investing
Photo credit: Elkhorn and Staghorn Corals, Center for Biological Diversity As a long-time Certified Financial Planner®, I’ve spent my career...
Our Team Reflects on 2025
At Johnson Bixby, we help clients create financial plans that support life’s many possibilities. Every day, we guide people through...
Is “Bunching” Charitable Donations the Right Move for You?
As the year winds down, many people think about charitable giving and how gifts fit into their overall financial plan. One strategy is “bunching”...
2025–2026 Tax Law Update: An Event Recap
Written by Heidi Johnson Bixby, CFP®, and Ralph Doggett, CFP®, EA. At our recent 2025–2026 Tax Law Update event, we unpacked one of the most...
Financial Moves to Consider Before Year-end
Amid the rush of year-end activities, these final weeks are an ideal time to take an inventory of your financial picture. Beyond the immediate...
The commentary expressed herein reflects the personal opinions, viewpoints, and analyses of Johnson Bixby employees and is not necessarily that of Private Client Services, LLC and should not be construed as investment advice. The views expressed are subject to change at any time without notice.
Johnson Bixby and Private Client Services do not offer tax or legal advice. Always consult a tax or legal professional regarding your individual situation. Nothing in this article constitutes personalized investment advice, an offer, or solicitation to buy or sell any specific security or adopt any specific investment strategy. Any reference to specific securities or performance is for illustrative purposes only and should not be considered a recommendation.
Investing in securities involves risk, including the potential loss of principal. Past performance is no guarantee of future results. Diversification does not ensure against loss.
Advisory services offered through Johnson Bixby, an SEC Registered Investment Advisor. Securities offered by Registered Representatives through Private Client Services. Member FINRA/SIPC. Johnson Bixby and Private Client Services are unaffiliated entities.
