Johnson Bender & Company

 

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Welcome to Johnson Bender & Company. We are a wealth management firm, located in Houston, Texas that offers a full spectrum of fee-based financial planning consulting services and products to fit your specific lifestyle, economic and business needs. Our experienced team will assist you in "bringing it all together" while working with your entire financial network to modify existing strategies or implement new ones.

With over 50 years of combined experience the Johnson Bender team will develop innovative financial programs to implement and monitor your financial resources that strive to meet the needs and objectives of you and your family.

As of December 31, 2009 Johnson Bender & Co. has approximately $229 million assets under management. We service approximately 250 households and proudly boast a 94% 3-year client retention rate.

Feel free to explore our website where you will find a wealth of information in the form of newsletters, articles, calculators, and research reports.

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JBC News:

Look for JBC in the December 2011 issue of Forbes Magazine! Click Here to view the article.

 

To view our other awards and/or recognitions, please visit our Awards & Recognitions Page

Please bookmark our website as a favorite as we change our content regularly - offering you access to timely investment news, articles, and events. If you have any questions please contact us: info@johnsonbender.com or click here.

 This communication is strictly intended for individuals residing in the states of AZ, CA, CO, FL, GA, ID, IL, MD, MO, NE, NM, NY, OK, PA, SC, TX, WA, WY. No offers may be made or accepted from any resident outside these states.

IMPORTANT CONSUMER INFORMATION

A Broker/dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker/dealer, investment adviser, BD agent, or IA registration requirements as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of a broker/dealer, investment, adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.
Calculators

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

Capital Gains Taxes

Estimate short-term and long-term federal capital gains taxes

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70.

More Calculators →

Newsletters

Growth, Value, or Both

The average annual return for large-cap value stocks was about 2.1% higher than for large-cap growth stocks, yet growth stocks outperformed value stocks in 13 out of 30 years. This article examines the difference between the two approaches and describes why holding both may help investors take advantage of a variety of market conditions.

Favorable Dividend and Capital Gains Tax Rates Extended—for Now

The 2010 Tax Relief Act extended the 15% maximum tax rates on qualified dividends and long-term capital gains through December 31, 2012. But without further legislation, dividends will be taxed at ordinary income tax rates and capital gains tax rates will return to 20% (23.8% for investors in the two highest tax brackets) in 2013.

Ways to Save More

About two out of three American workers are saving for retirement, but less than half are confident that they will save enough money to live comfortably during their retirement years. This article includes suggestions for readers to take small steps that could make a big difference when they are ready to retire.

What Do Price/Earnings Ratios Really Have to Offer?

It's not hard to find the price/earnings ratios of publicly traded companies or even the market as a whole reported in the news. Unfortunately, it may be difficult to understand what the numbers mean without the ability to make meaningful comparisons.

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