Planning matters

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…

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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:…

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Decoding Tax-Loss Harvesting

You know the adage: “When life gives you lemons, make lemonade.” During the market downturn, we’ve been watching for opportunities to apply this wisdom to client portfolios using a practice called tax-loss harvesting. But how can taking a loss be a good thing? As a rule, it’s not a good idea to sell investments in…

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2022 First Quarter Market Review and Looking Ahead

After another positive year of equity returns in 2021, the first quarter of 2022 saw negative returns in both equity and fixed income markets. While many economists were anticipating the challenges of high inflation and continued supply chain disruptions to begin easing in 2022, the Russian invasion of Ukraine exacerbated both market headwinds. Additionally, in…

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Capital Markets Video Message

With volatile markets as the current back drop, it is important to remember that diversification matters.  While a diversified portfolio does not prevent investment values from going down, a disciplined investment approach does help lower risk and reduce volatility for investors. Today on Planning Matters we share a video log, also known as a vlog,…

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