Planning Matters
We share our financial planning knowledge and advice because it’s the right thing to do.
Receive Weekly Blog Updates
Tips to Boost Your Savings
Whether you recently drained your savings enduring pandemic related expenses, or are simply looking for easy ways to save more – we have tips for...
What Are You Retiring To?
Have you imagined the first day you get to wake up and not worry about work or your career? Imagining this magical day, known as the “first day...
Unexpected Consequences
The COVID-19 pandemic has changed the world we live in, and not necessarily all for the negative. With the one-year anniversary of the first...
Punxsutawney Phil and your Financial Planner
Today marks Groundhog Day, the only day of the year where we relinquish our meteorological forecasting to a precocious rodent. Punxsutawney Phil,...
WA Paid Family Leave – Things to Consider Before Filing
About one year ago, a new benefit was made available to most people who work in the State of Washington: Washington Paid Family & Medical...
January Project: Reviewing Your Recurring Expenses
As we settle into a new year and have ample time inside our homes, it’s a great time to review recurring expenses that automatically hit our bank...
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.
