Planning Matters
We share our financial planning knowledge and advice because it’s the right thing to do.
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Never Take on the IRS Alone
Sleuthing your way through a tax audit by yourself is not the same as fixing a leaky faucet or changing your oil. There are reasons you should...
Open Enrollment: Why You Should Review Your Benefits Every Year
Navigating the waters of health insurance plans, flexible spending accounts (FSA) and deductibles can be confusing and present tough, but...
Effective Tax Planning Starts Now!
With summertime activities in full swing, tax planning is probably not on the top of your to-do list. But putting it off creates a problem at the...
Overconfidence: There’s More to Thinking Than You Think
The concept of behavioral finance is a relatively new field of study that combines psychological theory with conventional economics. We may not...
Caring Conversations with Aging Parents
When it comes time for your parents to make some significant changes, do you know how you’ll approach the conversation? Today's blog post suggests a few strategies.
Mental Accounting: There’s More to Thinking Than You Think
Cash is cash, right? But sometimes, we treat money differently depending on where it came from or what we intend to do with it. When that happens, mental accounting may be at play. Our next post in our behavioral bias series: There's More to Thinking Than You Think takes a look.
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.
