Planning Matters
We share our financial planning knowledge and advice because it’s the right thing to do.
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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...
Making Charitable Donations Count
Whether it is an extra tug on your heart and wallet after a global disaster or humanitarian crisis, or a regular part of your annual spending...
Answering An Age-Old (Old Age) Question: How Long Are You Going to Live?
Perhaps the biggest concern that clients share is whether their accumulated savings will last throughout their retirement years. How do they know if they've saved enough, or if they're spending their nest egg too quickly? One of the key factors in the equation is life expectancy - but how many people know exactly how long they expect to live?
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.
