When seeking investment advice, most investors call a trusted financial adviser or stockbroker. If this happens to be the same person, investors should pay special attention to one of the biggest investment advisory decisions from the Securities and Exchange Commission in nearly 35 years. Since Jan. 31, all United States brokerage firms that offer fee-based financial services have been required to clearly disclose whether an account is a brokerage account or an advisory account. See ...

At an Investment Forum hosted by the Houston Business Journal on July 21, financial experts shared their views on a variety of issues facing Houston investors. Participating in the Forum were: Brad Dunn, Pin Oak Investment Advisors; Drew Kanaly, Kanaly Trust Co; Richard Leader, Burnham Asset Management; and Fritz Meyer, AIM Investments. See attached .pdf for full article.

Continue a life-long program -- Drew Kanaly, Vice Chairman, Kanaly Trust Co. Financial comfort is personal. It is not accidental. It is built, over time, through savings and compounding, and it requires a sense of future. Each person travels the path to retirement at a different pace. The beginning of a new year is a good time for any person to refocus on his financial future. The stock markets should play a role in most retirement plans. Stock investing, however, should be carefully planned ...

Owning a ranch is a goal that beguiles many of us seeking beautiful surroundings that encourage strong values such as the importance of hard work, individualism and conservancy. But these properties are not for dilettantes: Before purchasing a ranch, we need to weigh whether the benefits we expect will outweigh the large investments in capital, time and effort that ranching requires. See attached .pdf for full article.