Planning Matters
We share our financial planning knowledge and advice because it’s the right thing to do.
Receive Weekly Blog Updates
Financial Empowerment Beyond Our Four Walls
At Johnson Bixby, we’re known for helping our clients see possibilities in life and achieve their goals through financial planning and portfolio...
Is a Long-term Care Policy Worth It?
You purchased long-term care insurance, you’ve been paying the premiums, and now you’ve received a letter stating the cost of insurance is going...
Q3 2024 in Review and Q4 Outlook
After a relatively calm first half of the year in capital markets, investors experienced increased volatility in the third quarter of 2024 due to...
5 Tips to Protect Loved Ones and Yourself from Fraud and Scammers
Financial fraud and scams are something we seem to hear about too often these days. Because technology is an integral part of our lives, the risk...
Healthcare Considerations for Early Retirement
A frequent goal we hear from clients is the desire to retire before the traditional age of 65. Even if they’ve saved enough, they often hesitate...
Considerations When Rolling Over a 401(k) to an IRA
Do you have a 401(k) from a previous employer sitting somewhere untouched and unmanaged? Or perhaps you’re in the process of switching jobs and...
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.
