Planning matters

Ways to Claim (Tax) Credit for Going Green

If you’re planning energy-efficient home improvements or considering the purchase of an electric vehicle in 2023, The Inflation Reduction Act (IRA), signed into law in August, may hold some tax breaks for you. The climate portion of the 2022 Inflation Reduction Act provides $369 billion in funds to reduce climate change, and kickstart a new…

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Does Diversification Still Work? The Short Answer is Yes.

While we’re not certain when the market will change course, this bear market, like all prior bear markets, will eventually end. Until then, a diversified portfolio is still a solid strategy for navigating the current turbulent market. In the third quarter, we experienced volatile financial markets and further year-to-date declines. The key causes for these…

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Part 2: DCA, ETFs, and TDFs, Oh My! Understanding Investment Jargon

At Johnson Bixby, we pride ourselves on educating clients about their portfolios and the investment strategies we use so they can make more informed decisions. While our team lives  in a world of financial jargon and we are quite comfortable navigating it, we realize most people are not. In the below blog post, we continue…

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DCA, ETFs, and TDFs, Oh My! Understanding Investment Jargon

If you’re like most people, the amount of investment acronyms and terminology out there can feel overwhelming. Fear not! Here is the first of two blog posts highlighting common words and abbreviations you may hear from the financial media—or your financial planner—explained in an easily digestible way. Today’s post breaks down common acronyms:   ETF:…

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Mathematical Answer Versus Emotional Answer: Which is Right?

When making a decision, do you pay more attention to how you feel about the matter, or should you follow where research and information take you? Consider how you might answer the following: Is the stock market a good place to invest your money? When’s the best age to retire? What type of job is…

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