Resources Menu

Download White Paper

Download This Free White Paper On What You Need To Know About Your Company's 401(k) Plan.

Download...

Articles & Letters

Title Filter      Display #  
# Article Title Date
1 Planning for Long-Term Care Wednesday, 01 February 2012
2 Retiring with Freedom: Brooks & Beverly Bauer Wednesday, 01 February 2012
3 2011 Review: Economy & Markets Wednesday, 01 February 2012
4 Ron Davis: Embracing the New Retirement Reality Thursday, 01 December 2011
5 A Nobel Approach to Retirement Thursday, 01 December 2011
6 How to Get to Retirement and a Secure Income Tuesday, 01 November 2011
7 Dolce Far Niente: John and Ellie Cary Tuesday, 01 November 2011
8 Hunting for Happiness: Sean and Cathy Avera Saturday, 01 October 2011
9 Quarterly Market Commentary Saturday, 01 October 2011
10 Death and Pitfalls Saturday, 01 October 2011
11 Back to School: Summer Is Almost Over (Thank Goodness) Monday, 01 August 2011
12 Carolyn Sheaff: Traveling the World Monday, 01 August 2011
13 Is it Time to Rebalance Your Retirement Plan Assets? Friday, 01 July 2011
14 Flying High: John Oji Friday, 01 July 2011
15 A Dying Banker’s Last Instructions Friday, 01 July 2011
16 Just in Case Wednesday, 01 June 2011
17 News Release: Smart Investor Named "Top Wealth Manager" by NABCAP Wednesday, 01 June 2011
18 Featured Client: Mark Lund Wednesday, 01 June 2011
19 What's New? Sunday, 01 May 2011
20 Smart Investor Sponsors Truckee YoungLife Invitational Sunday, 01 May 2011
21 Featured Client: Jane Hagedorn Friday, 01 April 2011
22 Check Your Beneficiary Designations: A Sad Story or Three Friday, 01 April 2011
23 Press Release: The Best-Rated Sacramento Retirement Plans Tuesday, 01 March 2011
24 Helping Out the Kids Tuesday, 01 March 2011
25 Featured Client: John and Laura Mullen Tuesday, 01 March 2011
26 Featured Client: Joe and Kathy Ossmann Tuesday, 01 February 2011
27 Employee Spotlight: Laura Moskwa Tuesday, 01 February 2011
28 New Year, New Tax Laws Tuesday, 01 February 2011
29 Smart Investor Wealth Management System Saturday, 01 January 2011
30 Employee Spotlight: Jamie Sweeney Saturday, 01 January 2011
31 Featured Client: Bob and Barbara Schmitz Saturday, 01 January 2011
32 Non-Profit of the Month: Sacramento Master Singers Wednesday, 01 December 2010
33 Employee Spotlight: Tracy Gunter Monday, 01 November 2010
34 Featured Client: Bob Fox Monday, 01 November 2010
35 Inspiration of the Month: Amelia Diaz Monday, 01 November 2010
36 Seven Tips for Safer Online Shopping Monday, 01 November 2010
37 Employee Spotlight: Allan Henriques Friday, 01 October 2010
38 Non-Profit of the Month: Camp SignShine Friday, 01 October 2010
39 Social Security, If Not Now, When? Friday, 01 October 2010
40 Featured Client: Kelly Richardson Friday, 01 October 2010
41 Employee Spotlight: Luann Wallick Wednesday, 01 September 2010
42 Non-Profit of the Month: Francis House, Sacramento Wednesday, 01 September 2010
43 Will Congress let the 2001 and 2003 Tax Cuts expire? Wednesday, 01 September 2010
44 Featured Client: Rossmann, MacDonald & Benetti, Inc. Wednesday, 01 September 2010
45 Employee Spotlight: Christine Ford Sunday, 01 August 2010
46 Finance Reform, the Good, the Bad and the Ugly. Sunday, 01 August 2010
47 Featured Client: Mike Tatro Sunday, 01 August 2010
48 Non-Profit of the Month: University of the Pacific Sunday, 01 August 2010
49 Non-Profit of the Month: Sutter Roseville Medical Center Foundation Thursday, 01 July 2010
50 Employee Spotlight: Cathy Keck Thursday, 01 July 2010
51 New Screening Tool Now Available to Assist Investors Thursday, 01 July 2010
52 An American Hero: Ralph Puhalovich Thursday, 01 July 2010
53 Non-Profit of the Month: Breathe California of Sacramento-Emigrant Trails Tuesday, 01 June 2010
54 Employee Spotlight: James Landua Tuesday, 01 June 2010
55 "Eat Your Spinach" Tuesday, 01 June 2010
56 Featured Client: Jim Dobbas, Inc. Tuesday, 01 June 2010
57 Employee Spotlight: Tina Herrmann Monday, 03 May 2010
58 What Does the New Health Care Bill Do For Me? Monday, 03 May 2010
59 Non-Profit of the Month: Truckee YoungLife Monday, 03 May 2010
60 Featured Client: Stanley Ohara Monday, 03 May 2010
61 1st Quarter 2010 Letter Friday, 09 April 2010
62 Non-Profit of the Month: Boys & Girls Club of Auburn Thursday, 01 April 2010
63 Employee Spotlight: Tom McHugh and Kevin Chang Thursday, 01 April 2010
64 The Lost Decade – Or Maybe Not Thursday, 01 April 2010
65 Featured Smart Investor Client: Sherman Kishi Thursday, 01 April 2010

Who We Are

Smart Investor is a unique wealth management firm based in Rocklin, California.  We are an independent, fee-only registered investment advisor serving entrepreneurs, small business owners, and retirement plan sponsors and participants. More

How We Define "Wealth"

For our clients, ‘wealth’ is about more than money.  It is your ability to do what you want, when you want and how you want.  Our responsibility is to help you get there. 

What We Do

We listen, rather than talk.  We gain a thorough understanding of your future needs, concerns, opportunities and goals that have a financial implication.  We then use our experience and our team to design a unique investment or financial planning strategy that reflects your personal situation. More

Why We Are Unique

Everything that we do is in alignment with the best interests of our clients, including the fee-only approach to how we charge for our services.  We define ‘what we do’ in terms of meeting our client’s needs.  We define ‘how we do this’ in terms of leading-edge investment and financial planning strategies.  We are your key trusted advisor. More