A Dying Banker's Last Instructions
That's the headline of an article in The New York Times published the day after Thanksgiving last year. It summarizes the final inspirational mission and purpose of Gordon Murray's life.
Two months later, shortly before his 61st birthday, Gordon passed away. In his obituary, The New York Times called him "a former Wall Street executive who chose not to go quietly into the night, writing and publishing himself a popular paperback guide for ordinary investors while he was struggling with terminal cancer... days before his book was scheduled to come out in hardcover." The book is entitled The Investment Answer: Learn to Manage Your Money & Protect Your Financial Future.
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Is it Time to Rebalance Your Retirement Plan Assets?
If you're a Smart Investor client, your portfolio is reviewed daily to ensure that the asset allocation is within range of your stated objectives. When a portfolio is out of balance (more stocks or bonds than the stated objective) we rebalance your portfolio. You have given us the discretion to do this.
But what about your 401(k) plan at work or IRAs held elsewhere? Are they automatically rebalanced?
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Flying High: John Oji
A third-generation farmer, John Oji has been working on his family's farm, Oji Brothers farm, near Yuba City for over forty years. The family tradition began when his grandfather arrived in the Sacramento area from Japan when he was just a teenager. He diligently worked on various farms until he was able to acquire some land of his own. John's father followed in his footsteps and also became a farmer.
When World War II broke out, the family was relocated to Denver, where John's father was able to continue working on a farm. It was during this period that John was born. After the war ended, the family returned to California. Since the family land in Sacramento had been confiscated during the war, the family settled near Yuba City to establish a new farm. It was here that Oji Brothers farm was established by John's father and two uncles.
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Boys & Girls Club Day with the River Cats
Smart Investor invited kids from the Boys & Girls Club of Auburn to join them at their suite at the Sacramento River Cats game on June 26th.
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