Planning Matters
We share our financial planning knowledge and advice because it’s the right thing to do.
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Keys to Investing in 2026
We recently hosted Jon Nicolazzo with Capital Group, who shared timely insights from their 2026 Investing Outlook publication. After three...
Financial Ideas to be Resolute about in 2026
I don’t know about you, but 2026 didn’t ease in quietly. For many of us, the year arrived at full speed — full calendars, full inboxes, and no...
Rethinking Retirement: Earlier, Later, or Somewhere in Between
For many, retirement conjures up a single image: leaving work at age 60+ and stepping into a life of leisure. In reality, retirement is far more...
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...
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.





































