68 pages of Investment Savvy

The Texas State Securities Board periodically publishes a reviewed Investor’s Guide that we strongly support. Even if you’re not in Texas (the vast majority of our clients are at this point), the information is timely, from an authoritative, consumer-advocate source.


The 2019 Investor’s Guide was just released today, and we want to share it with our clients and members of our email “family”.

You can download a PDF of the guide here.