Planning Matters
We share our financial planning knowledge and advice because it’s the right thing to do.
Receive Weekly Blog Updates
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.
Millennials, Prepare for Your Financial Future
Today's blog post takes a look at a few ways millenials can be taking the right financial steps to setting up a financially secure future.
Hungry for an Economics Lesson?
True confession: I almost failed economics in college. If all the concepts taught were around food items, like the Big Mac Index, perhaps I would have been more successful. Talk about a fun way to break down a complex topic like exchange rates. Today's blog post takes a look...
There’s More to Thinking Than You Think: Understanding How Biases Impact Decisions
In this series, we explore some of the most common behavioral biases to which people find themselves susceptible. Today we look at Loss Aversion.
Spring Cleaning – Don’t Forget to Tidy Up Your Finances
It's the season for spring cleaning and we don't just mean around your home. Your finances might need a spruce up too.
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. Johnson Bixby and Private Client Services are unaffiliated entities.
