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BRIDGING THE GAP

Personal advice and wealth management.

Investec Blog

Imagine You're Dead—Now What? Thumbnail

Imagine You're Dead—Now What?

You don’t do estate planning just for yourself. The documents the estate attorney produces are important, but there are other things you can do now to show your love for your heirs. Don’t leave behind a mess.

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5 New Hobbies You Can Try While Staying Home Thumbnail

5 New Hobbies You Can Try While Staying Home

You've likely had one or two things you’ve always wanted to learn, but never did because you just couldn’t find the time. If you're tired of watching Netflix and just don't know what to do with all this free time, consider picking up any of these 5 hobbies.

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5 Reasons to Have a Financial Plan Thumbnail

5 Reasons to Have a Financial Plan

Do you think a financial plan is just about investments? Our blog challenges that thinking, asserting that financial planning is built upon a foundation of what you care about most in life. Read our five reasons to have a financial plan.

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3 Things to Consider Before You Retire Thumbnail

3 Things to Consider Before You Retire

Thinking of retiring? It’s certainly a matter of “can you afford it?” But we think a well-informed decision takes into account other factors as well, factors that may not be as black and white as your lump sum pension or your 401(k) balance. Read our thoughts on making a tough decision.

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A Conversation on "Staying the Course" Thumbnail

A Conversation on "Staying the Course"

Did the tough days in the stock market that we experienced in March tempt you to bail out and go to cash? Seeing a sharp decline in the value of your portfolio is very painful. Experience suggests long-term investors should remember that “time in the market beats timing the market.” For some historical perspective, keep reading for a conversation with a hypothetical client named Gloria about “staying the course.”

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Be a Smart Credit Card Consumer Thumbnail

Be a Smart Credit Card Consumer

Often times, the decision as to which credit card to use is made with not a lot of research or foresight. This causes consumers to sign up for credit cards that do not fit their needs, incorrectly use their card, overspend, and worse, fall into a never-ending debt cycle.

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The Benefits (and Limitations) of Tax Loss Harvesting Thumbnail

The Benefits (and Limitations) of Tax Loss Harvesting

Human nature doesn't help us become good investors. Our brains are hard-wired to react emotionally to what happens to our portfolios. And we often anchor our thinking to the original price we may have paid for a stock or a mutual fund. Yet there are times when selling an investment for less than what you paid for it makes sense.

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