Planning Matters
We share our financial planning knowledge and advice because it’s the right thing to do.
Why Financial Planning – and Working with a CFP® Professional – Matters
Building financial security and reaching your personal goals is necessarily imprecise and subjective, making a trusted guide invaluable. There’s...
Planning for a Windfall
The unpredictability of life leads to many twists and turns. In some cases that means finding yourself on the receiving end of a large sum of...
Second Quarter 2023 Market Review and Mid-Year Outlook
We began 2023 with inflation as a top concern and the Federal Reserve continuing its aggressive rate hiking cycle to get inflation back to their...
Digital Assets 101 – What to Know
What do you think of when you hear the words “digital assets?” Whatever it may be there’s a good chance it’s very different than what another...
Who Will Take Care of Your Affairs If You Can’t?
Planning for Incapacity A question that we regularly ask clients during annual reviews is whether they have all of their estate documents...
When Life Happens, are you Covered?
Nobody expects worst-case scenarios to happen to them, but with a bit of preparation you can make sure your financial world isn’t thrown asunder...
The commentary on this website reflects the personal opinions, viewpoints, and analyses of Johnson Bixby employees providing such comments and should not be construed as a description of advisory services provided by Johnson Bixby or the performance results of any Johnson Bixby client. The views expressed are subject to change at any time without notice.
Nothing on this website 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.
Johnson Bixby manages client accounts using a variety of investment techniques and strategies, which may not be reflected in the commentary. Investing in securities involves risk, including the potential loss of principal. Past performance is no guarantee of future results, and no representation is made that any strategy will be successful.
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