Planning matters

2022 First Half Market Review

2022 has been a bit a bumpy to say the least as we’ve seen in daily headlines. High inflation, rising interest rates and the Russia-Ukraine war are causing volatile markets. Today we look at the first half of 2022, define a bear market and share why it’s important to stay disciplined when investing during times…

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Watch Out! Five Common Mistakes You Don’t Want to Make with Homeowner’s Insurance

Floods, hurricanes, wildfires, tornadoes and more – we hear about perils to our homes frequently on the news. According to NOAA, 2020 and 2021 were record-setting years for weather and climate disasters, resulting in 1 in every 10 homes in 2021 impacted by a natural disaster. How confident are you that your homeowner’s insurance will…

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Decoding Tax-Loss Harvesting

You know the adage: “When life gives you lemons, make lemonade.” During the market downturn, we’ve been watching for opportunities to apply this wisdom to client portfolios using a practice called tax-loss harvesting. But how can taking a loss be a good thing? As a rule, it’s not a good idea to sell investments in…

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Unlock the Mysteries of Your Pension Plan

Unlocking the Mysteries of Your Pension Plan   Do you understand how your pension plan works and the value it brings to your overall retirement picture? Join the Johnson Bixby team of retirement planning experts at 4 p.m. on Wednesday, June 22, for a Ripple Event on Unlocking the Mysteries of Your Pension Plan. Topics…

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The Impact of Giving Circles

Likely you’ve heard the term “giving circle” – it’s a collective philanthropy term that’s become something of a buzzword lately. However, this is not a new phenomenon. Giving circles of various types have existed across cultures throughout history. So, what is a giving circle? In giving circles, people with common interests, concerns or backgrounds come…

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