In the News

According to the National Women's Business Council, nearly 8 million women-owned businesses exist in the United States. Women-owned firms comprise 28.7% of all nonfarm businesses and generate more than $1.2 trillion in revenue.

Todd Rustman was featured in the August 4th edition of Business Insider! See him in the article titled "How to retire with $1 million".

Each type of investment has specific strengths and weaknesses that enable it to play a specific role in your overall investing strategy. Some investments may offer growth potential. Others may provide regular income or relative safety, or simply serve as a temporary place to park your money. And some investments may even serve to fill more than one role.

Our Managing Partner, Todd Rustman, was featured in a recent article on GoBankingRates.com!

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.

As you may have seen, the Chinese and European markets are having a bit of a tough start to their week. The Chinese Market has officially declined to a “bear” market; meanwhile, Greece has wreaked havoc on the European Union because of the lack of payback for continual loans to the country. As of Monday, June 29, 2015, Greece has shut banks and their Athens Stock Market down.