Planning matters

A Millennial Encounters a Bear

If like many millennials you’ve been a casual observer of your retirement investments over the last decade, you may have become accustomed to seeing your account balance rise nearly every year since the Great Recession 1. 1 S&P 500 Historical Annual Returns 2010-2019 Past performance is no guarantee of future results. Index performance presented does…

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Relevant? Yes. Natural? No.

A look at the similarities between social distancing and investing As we have all learned, social distancing can be effective in avoiding the spread of a disease by bringing down the rate of transmission and helping minimize or circumvent an outbreak. As I sit here on my birthday, social distancing is the topic consuming the…

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Update: Coronavirus and the Markets

As the media cycle continues to be dominated with headlines regarding the coronavirus (COVID-19), we wanted to provide an update on how equity markets are reacting. We will continue to monitor events and data related to the coronavirus and reach out as appropriate. As news is released daily on COVID-19, it is easy to come…

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Letter about KMS merger with Advisor Group

KMS Financial Services, Inc. (KMS), the SEC-registered investment advisory firm with whom Johnson Bixby is affiliated, recently announced that its parent company, Ladenburg Thalmann Financial Services Inc. (LTFS), has entered into a merger agreement with Advisor Group, Inc. (AG). Headquartered in Phoenix, Arizona, AG is one of the nation’s largest networks of independent financial advisors…

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Overconfidence: There’s More to Thinking Than You Think

The concept of behavioral finance is a relatively new field of study that combines psychological theory with conventional economics. We may not realize it, but we all have certain biases as investors, and that impacts the financial decisions we each make. Even the most disciplined investor may have difficulty overcoming personal biases – it’s how…

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