It can be a dangerous world out there for the unwary investor. The Texas State Securities Board (“TSSB”) recently updated its annual list of Top Investor Threats. Some of these threats have been around for decades, while others are relatively recent additions.

Have you heard that real estate saying, “location, location, location”? The same applies to investing. Considering the tax efficiency of your savings vehicles and allocating your investments across them can make a real impact on your after-tax returns

Certain types of investments – even if they are legitimate – should always raise red flags. If an investment seems exotic, promises large returns with minimal risk, or claims to be a “can’t miss opportunity”, consider just saying no.

How do successful investors view the flurry of trading advice that is published at the beginning of each year? Very carefully.

This past quarter was a continuation of strong returns from most asset classes, with top performance coming from non-US small cap and emerging markets.

The first quarter of 2017 was positive across many asset classes, continuing the growth we have enjoyed over the past year.

Many sectors of the market had positive returns for 2016, but global event surprises reminded us to stay diversified and focused on our diligent rebalancing.

Review of 3rd quarter and year-to-date performance of different asset classes.