Planning Matters
We share our financial planning knowledge and advice because it’s the right thing to do.
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How Interest Rates Affect the Stock Market and the Economy
Interest rates are one of the most closely watched levers in the financial world—and for good reason. A single decision by the Federal Reserve...
Credit Scores, FICO, and Your Financial Future
Think your credit score only matters when you’re applying for a loan? In reality, a credit score influences much more than borrowing power. From...
Inherited an IRA? Avoid Costly Mistakes and Maximize Your Tax Benefits
Over the years, we’ve worked with many clients navigating the complexities of inheriting retirement accounts. A common — and confusing — scenario...
Romance Scams and Financial Safety: What You Need to Know
Scams are more sophisticated than ever and many are designed to target people who are financially responsible, trusting and open to connection....
The Grocery Store Guide to Investing | A Recap from Women Invest
When we talk about ‘Women Invest,’ we mean it in more ways than one. Yes, we’re talking about the dollars and cents of the financial markets—but...
The Power of Tax Planning in Your Financial Journey
Tax planning isn’t just about filing yearly returns; it’s about gleaning the savings and benefits available when your financial decisions are...
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.
