Planning Matters
We share our financial planning knowledge and advice because it’s the right thing to do.
Spring (Financial) Cleaning is in the Air!
Spring is in the air! A time to clear the cobwebs, organize the closets, and toss out the clutter. It’s also a great time to dust off and review...
Financial Planner vs Estate Planning Attorney: Do You Need Both?
Do I need to work with a financial advisor and an estate planning attorney on my estate plan? This is a common question for those beginning their...
ABLE Account: A Financial Tool Empowering Those with Disabilities
Managing finances and planning for the future can be a challenge for individuals with disabilities, especially with limitations placed on how...
How ‘Fair’ is your Estate Plan?
As financial planners, we frequently encounter families grappling with the complexities of estate planning. One of the most common dilemmas is...
Why Budgets are Crucial for Retirement Success
Being on the precipice of retirement can incite a variety of emotions. It is, after all, a major life change that alters daily habits you’ve had...
Q4 2024 Review and Q1 2025 Outlook
The U.S. economy is poised for continued growth in 2025, building on the stronger-than-expected performance in 2024. We have a cautiously...
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Johnson Bixby manages client accounts using a variety of investment techniques and strategies, which may not be reflected in the commentary. Investing in securities involves risk, including the potential loss of principal. Past performance is no guarantee of future results, and no representation is made that any strategy will be successful.
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