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    What are some of the smartest things you can do today to better prepare for tomorrow?

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    Should you just leave your 401k alone when you change jobs, or is there something more strategic you can do?

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    What are some of the wisest options for saving for your child's education?

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readingFinancials

Assessing Portfolio Risk

Most investors know that they should evaluate their risk tolerance when considering an investment. Oftentimes, investors think of risk only in terms of possibly losing money. However, in the investment world, risk is broadly defined as the probability that the actual return from an investment will be different from its expected return.
CarMap

Mapping the Road to Retirement

Somewhere along the road to retirement, it is a good idea to consult your “map.” Will your ride be smooth or filled with potholes? How far off is retirement day, and do you have sufficient financial resources to last the journey? Regardless of your current location along this road, it’s important to recognize that the financial “bags” you’ve packed may only take you so far.

hammock

How Much Should I Invest to Retire Comfortably?

You’re preparing for retirement, but are you confident you’ll have enough? In an October 2008 poll taken by AARP, it was noted that nearly 30% of pre-retirees felt that their retirement savings were not on track even before the recent economic slowdown.

Mission City Investment Services

1395 Franklin Street
Santa Clara, CA 95050

P: (408) 244-5818 opt. 7

F: (408) 244-9390

cdavis@missioncityinvest.org