Planning Matters
We share our financial planning knowledge and advice because it’s the right thing to do.
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Financial Planner vs Estate Planning Attorney: Do You Need Both?
Do I need to work with a financial advisor and an estate planning attorney on my estate plan? This is a common question for those beginning their...
ABLE Account: A Financial Tool Empowering Those with Disabilities
Managing finances and planning for the future can be a challenge for individuals with disabilities, especially with limitations placed on how...
How ‘Fair’ is your Estate Plan?
As financial planners, we frequently encounter families grappling with the complexities of estate planning. One of the most common dilemmas is...
Why Budgets are Crucial for Retirement Success
Being on the precipice of retirement can incite a variety of emotions. It is, after all, a major life change that alters daily habits you’ve had...
Q4 2024 Review and Q1 2025 Outlook
The U.S. economy is poised for continued growth in 2025, building on the stronger-than-expected performance in 2024. We have a cautiously...
The Harmony Between Music and Financial Planning: Lessons from Sting
Music is more than just notes and rhythms—it’s a form of expression that speaks to the heart and mind, transcending language and culture. For...
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.
