Planning Matters
We share our financial planning knowledge and advice because it’s the right thing to do.
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Bitcoin Basics
Original article published in April 2021. Updated May 2025. There is no shortage of news stories about Bitcoin in the media, but what exactly is...
Investing Made Simple: Think of Your Portfolio Like a Healthy Diet
Investing can sound intimidating — full of unfamiliar terms and complex strategies. But it doesn’t have to be. In fact, some of the same...
How to Save Money on a Cruise: 10 Insider Tips
Cruising is one of the most exciting ways to travel, combining the ease of an all-inclusive resort with the thrill of exploring multiple...
Q1 2025 Review and Q2 Outlook
After a strong start to the year, markets were jolted by rising policy uncertainty and the unexpected economic impact of new tariffs. In this Q1...
Spring (Financial) Cleaning is in the Air!
Spring is in the air! A time to clear the cobwebs, organize the closets, and toss out the clutter. It’s also a great time to dust off and review...
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...
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.
