The Importance of Managing Risk as You Approach Retirement Subscribe today to stay up to date with our latest shows and highlight videos …
You might also like
4
replies
How Can We Help You?
Our Promise
It’s our responsibility to evaluate and assess your financial situation and only make recommendations that are in your best interest, and we do so with integrity & transparency.
Contact Us Today
1355 North Main Street
Suite 500
Bountiful, Utah 84010
801.690.5899

Taking control of your retirement provides security and a sense of pride knowing you and your family will be taken care of
you guys are making great point about managing risk as you become a more mature investor. Capital preservation becomes more important than capital appreciation. I think you guys could do whole show concerning Managing Risk,it seems to be topic that is not discussed enough.
As the HR Director for a company of mostly 20 something employees, I wish I could get them to understand the need to plan for retirement. I am most likely going to have to work longer than I want for the lack of planning myself but I will be taking my full SS in a few months. I don't think SS will be there for those coming up behind me in the same way.
I have read a lot of how the wise investor is keeping more in stocks( because life averages have grown); I have a 58 yr co worker whom is putting 70% in bonds . He is trying to save so I'm giving him smart points for that.