Planning Matters
We share our financial planning knowledge and advice because it’s the right thing to do.
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Imagine If This Were You. . . .
Over the years, we’ve had the privilege of guiding clients through all kinds of financial situations, both pleasant and difficult. No matter the course, our aim is to provide clients with thoughtful solutions that will help them move toward their ultimate goals.
We created this hypothetical case study to highlight a common financial challenge individuals and families may encounter, and to show various ways we would address the issues.
Saving on Your Spending
Looking for ways to save money on the things you buy? Client Services Specialist, Haley Smart has some ideas for you. Financial plans are a...
Weddings: To Pay or Not to Pay?
A month ago, Valentine’s Day, many happy couples likely said “Yes!” to their futures together. Such an exciting time for everyone involved; the happy couple, their families and friends. But now, the planning begins and the conversations about who’s paying, and for what, come to the surface!
Exchange Traded Funds (ETFs): A Quick Primer
ETF assets continue to show robust growth in assets. So, given its wide appeal, it makes sense to discuss what an ETF is, and how it works.
Who Can You Trust with Your Trust?
Here’s a scenario: you’ve taken all the steps to get your estate in order, including the establishment of a trust that will benefit your children until they are old enough to handle a substantial sum. Since the success of a trust depends on the trustee(s) you choose to manage it, how do you decide who should fill this role?
Six Reasons Why People Don’t Buy Life Insurance
Many people put off considering life insurance protection for a number of reasons. Take a look at this list—do any of them sound like you? It’s...
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Johnson Bixby manages client accounts using a variety of investment techniques and strategies, which may not be reflected in the commentary. Investing in securities involves risk, including the potential loss of principal. Past performance is no guarantee of future results, and no representation is made that any strategy will be successful.
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