Johnson Bixby

How We Work

Bring Everything With a Number on It!

Have you ever wondered why we always ask you to bring so many documents when scheduling an appointment?

-Current tax return
-Recent paystub(s)
-Current investment statements
-Retirement plan information
-Life insurance and Long-term care policy information
-Current Mortgage statement
-Social Security estimate of benefits statement
-Bank Statements
-A list of questions and goals

Decoding

Gold – A Primer

Within financial markets, gold may be the most misunderstood asset in the world. To paraphrase famed investor Jeremy Grantham, it’s fair to say that gold is a “faith-based” metal.
Because gold is somewhat complex in terms of what drives its value, I’ll share some insight and perspective on this precious metal to better understand its role globally and in today’s financial markets.