Archives

Smart Investor Newsletter, September 2010
Will Congress let the 2001 and 2003 Tax Cuts expire?, Featured Client: Rossmann, MacDonald & Benetti, Inc., Non-Profit of the Month: Francis House, Sacramento, Employee Spotlight: Luann Wallick

Smart Ideas! August 2010 Issue
Your Top Five Fiduciary Responsibilities, According to DOL, The Secret Your 401(k) Vendors Don't Want You to Learn: "Co-Fiduciary" Doesn't Mean Much

Smart Investor Newsletter, August 2010
Finance Reform, the Good, the Bad and the Ugly, Featured Client: Mike Tatro, Non-Profit of the Month: University of the Pacific, Employee Spotlight: Christine Ford

Smart Ideas! July 2010 Issue
New Screening Tool Now Available to Assist Investors, Gain a Professional Partner with an Independent Fiduciary for Your 401(k) Plan, One Percent Can Make a BIG Difference to Your 401(k) Plan Participants

Smart Investor Newsletter, July 2010
New Screening Tool Now Available to Assist Investors, Featured Client: An American Hero: Ralph Puhalovich, Non-Profit of the Month: Sutter Roseville Medical Center Foundation, Employee Spotlight: Cathy Keck

Smart Ideas! June 2010 Issue
Top Three Reasons Why You Should Care About Your Fiduciary Duty, Are You a 401(k) Fiduciary? Answer These Four Questions

Smart Investor Newsletter, June 2010
"Eat Your Spinach", Featured Client: Jim Dobbas, Inc., Non-Profit of the Month: Breathe California of Sacramento-Emigrant Trails, Employee Spotlight: James Landua

Smart Investor Newsletter, May 2010
What Does the New Health Care Bill Do For Me?, Featured Client: Stanley Ohara, Non-Profit of the Month: Truckee Young Life, Employee Spotlight: Tina Herrmann

Smart Investor Newsletter, April 2010
New Website Launch, The Lost Decade - Or Maybe Not, Featured Client: Sherman Kishi, Non-Profit of the Month: Boys & Girls Club of Auburn, Employee Spotlight: Tom McHugh and Kevin Chang