Three Ways to Diversify Your Investments for Massive Rewards


By Cass Grange, Sr. Advisor Associate

So-called “alternative investments” are a hot topic nowadays. For the last several years the world of professional money management has seemingly been obsessed with finding novel ways to diversify beyond traditional asset classes.

But I have some suggestions for alternative investments you will never hear about in the Wall Street Journal or […]

So, You Think You Want to be a Real Estate Mogul?


By Mark Ward, CFP®, ChFC® Vice President & Chairman, Investment Policy Committee

Over the course of the last several months my fellow advisors and I have had a remarkable number of comments and questions from clients, friends, and acquaintances regarding the possibilities of investing in real estate.  We get comments like, “I know Austin Real Estate […]