Planning Matters
We share our financial planning knowledge and advice because it’s the right thing to do.
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Do Your Parents Need Help? (Part 3 of 3)
Caring for your aging parents is not something you have to do alone—there are many resources out there to help you. In the third part of this...
Do Your Parents Need Help? (Part 2 of 3)
(If you missed Part 1, read it first to find out how to start the conversation.) As your parents age, it's important to talk to them about the...
Do Your Parents Need Help? (Part 1 of 3)
If you're worried about an aging parent, you're not alone. It is very typical for people to resist giving up their independence as they age, even...
Who Manages Your Family’s Finances?
Are you the one in your household who pays the bills, balances the checkbook, and worries about investments? If your partner relies heavily on...
A Healthy Dose of Perspective
Sometimes our clients ask us how they are doing compared to others. Our response is always the same: The numbers are irrelevant. What matters...
5 (and one-half) Myths about Financial Planners
Unlike physicians or auto mechanics, financial planners have a hard time boiling down to a word or two that it is we do. Fixing hearts or...
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.
