Your employer-sponsored retirement savings plan is a convenient way to help you accumulate money for retirement. Using payroll deductions, you invest for the future automatically, following that oft-noted advice to "pay yourself first." But choosing to participate is just one important step. Another key to making it work for you is managing risk in your portfolio.
There's a saying that with age comes wisdom, but this may not always be true in the financial world. As people move through different life stages, there are new opportunities--and potential pitfalls--around every corner.
Our Managing Partner, Todd Rustman, was recently featured in Riviera Magazine for his time at the "Sunday in the Vineyard" event, held at the Marconi Automotive Museum. This great event benefitted at risk children in the OC area.