The Texas State Securities Board distributes thousands of copies of its Texas Investor Guide each year to individuals, associations, community organizations, and families. A few dozen of the nearly 4,000 copies we've distributed so far in 2018 have gone to families who plan to hand them out during a family reunion.
Which sparked a head-slapping moment of, "Why didn't we think of suggesting that?"
The Texas Investor Guide is free, fun to read, mercifully free of financial jargon, and provides time-tested strategies for investing wisely and avoiding financial fraud.
The 2018 edition includes new material on finding a financial professional you can trust, updated information on simple-to-assemble investment portfolios — after all, investing shouldn't be as complicated as putting together something from Ikea — new ripped-from-the-headlines case studies of investment fraud, and an expanded glossary.
So after you've applied a primer and three coats of sunscreen, fired up the grill, and tossed a few games of washers (or horseshoes, for you high-society types), find a shade tree and thumb through the Investor Guide.
And don't worry about how to top yourself at next year's reunion. By that time the 2019 edition will be out.
To order your free copies, provide a mailing address to Robert Elder, Communications & Investor Education Coordinator, at firstname.lastname@example.org.