Thoughts and musings from my desk to you.

Oddity or Anomaly? (Segment Ranked #20 in TX)

Once again, Segment ranks among Barron’s Top 1200 Advisors in America, landing in the “Top 20 in Texas” for the second year in a row.

For many reasons, Segment is a bit of an anomaly in the advice business. We just do things a little differently. One of those things is the minimal amount of bonds in our client portfolios. Some explanation for that small allocation is how unattractive bonds were for years, with yields approaching zero. Another reason is our confidence that stocks will outperform over time. Our clients either absorb that confidence or maybe we simply attract clients with a minimal aversion to stock market uncertainty.