Just in Case
The tornado in Joplin, Missouri, hit close to home―one of our former staff members lives there. Fortunately, she and her family are fine. Their home is located seven miles south of where the tornado hit and, secure in their basement, they were safe from the flying debris. As with many people, the tornado prompted a lot of discussion "around the water cooler" in the Smart Investor offices. Cathy Keck shared some wisdom she acquired from her father, a survivor of the Great Depression.
As I was watching the devastation wreaked by the tornado in Joplin, Missouri, I started thinking of what I would take with me if I only had minutes of warning before my house was destroyed by a tornado, flood, tsunami, fire, hurricane, or combination of natural disasters.
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Smart Investor Named "Top Wealth Manager" by NABCAP
Smart Investor is proud to announce it was named a "Top Wealth Manager" by the National Association of Board Certified Advisory Practices (NABCAP) as published by the Sacramento Business Journal. NABCAP developed its list after surveying advisors throughout the greater Sacramento area.
NABCAP is an unaffiliated, nonprofit organization based in Colorado that was created to identify top practitioners in the financial services industry, and through the process help reform the public's perception of the industry and its professional membership.
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Featured Client: Mark Lund
"That's the job I want."
Mark Lund had only been working as a management trainee at a community bank in Marin County for three months when he uttered those words. As he sat in on the bank's shareholder's meeting, listening to the president speak about the bank's relationship with the community, he settled on his career goal―running a top-notch community bank! Now, after a lengthy career in the banking industry, he's achieved his dream, serving as Director, President and Chief Executive Officer of Community 1st Bank, which he established in 2006.
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