Planning matters

Helping Make Sense of Recent Bank Failures

The collapse of a bank, and in this instance the failure of two U.S. lenders this past week, is of course significant. And many investors — including our own clients — are questioning what the potential impact may be for their cash deposits and investments. While these bank failures are concerning, it’s important to remember…

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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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The Johnson Bixby Summer Reading List

Last Friday, June 21 marked the first day of summer – a time to enjoy reading on the porch, picnic blanket or by the pool. If you’re still looking for summer reading suggestions, you are in luck. We’ve asked some of the Johnson Bixby team to share their summer reading recommendations. From long-time favorites to…

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Is A Smart Speaker Worth It?

Smart speakers like the Amazon Echo are popping up everywhere. According to a Nielsen study from last September, nearly one of every four U.S. households has a smart speaker with 40% of homes having more than one! I joined the smart speaker club over Christmas when my brother gifted my family an Amazon Alexa speaker. Here are a few pros and cons for you to consider before adding one to your household…

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A Silver Jubilee

It was mid-October 1993. We had just welcomed a new coworker, and now the company consisted of three. We found her to be organized, dependable and very bright, quickly absorbing her new world of financial planning. Through the years she became known as our in-house professor and a formidable competitor at Boggle during company retreats. She continues to be a respected colleague.

This fortunate hire was Kim Baker, and this month we are celebrating her 25th year at Johnson Bixby!

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