Planning matters

Is Your Cash Underperforming?

During the pandemic, like many people, you may have intentionally socked away cash to build up some reserves. No question that was a responsible move. And now with inflation having reached a historic high, it’s a good time to ask: is my cash in the right place to retain purchasing power? If your cash is…

Read More

How to Lessen the Sting of High Inflation

With inflation at the highest level we’ve seen in 40 years, and continuing to be stubbornly persistent, you’ve probably noticed that your dollars just aren’t going as far as they used to. It wasn’t as apparent when prices crept up 1-2% per year, but now we’re all feeling the impact when buying everyday goods and…

Read More

Does Diversification Still Work? The Short Answer is Yes.

While we’re not certain when the market will change course, this bear market, like all prior bear markets, will eventually end. Until then, a diversified portfolio is still a solid strategy for navigating the current turbulent market. In the third quarter, we experienced volatile financial markets and further year-to-date declines. The key causes for these…

Read More

Part 2: DCA, ETFs, and TDFs, Oh My! Understanding Investment Jargon

At Johnson Bixby, we pride ourselves on educating clients about their portfolios and the investment strategies we use so they can make more informed decisions. While our team lives  in a world of financial jargon and we are quite comfortable navigating it, we realize most people are not. In the below blog post, we continue…

Read More

DCA, ETFs, and TDFs, Oh My! Understanding Investment Jargon

If you’re like most people, the amount of investment acronyms and terminology out there can feel overwhelming. Fear not! Here is the first of two blog posts highlighting common words and abbreviations you may hear from the financial media—or your financial planner—explained in an easily digestible way. Today’s post breaks down common acronyms:   ETF:…

Read More