Planning Matters
We share our financial planning knowledge and advice because it’s the right thing to do.
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Taking Care of Someone You Love When They Cannot Take Care of Themselves
The information regarding guardianships is for educational purposes only. It is not intended to be legal advice. Please consult with a legal professional for specific legal guidance.
There may be a time in your life where you find yourself needing to take steps to care for a child with special needs or an elderly parent who is no longer able to make decisions or act on their own behalf. One solution in this situation is to file for guardianship.
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?
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.
