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Personal advice and wealth management.

Current Monthly Newsletter  |  Current ExxonMobil Newsletter

John & Sue's Big RV Adventure! Thumbnail

John & Sue's Big RV Adventure!

We had talked before about taking an RV around the States, as we had done in Europe in the 70’s, but the draw of far-flung countries always pulled us away. Then came COVID-19 and we were destined to remain in Houston through a long, lonely, hot summer... Our wonderful kids suggested we take three months and do that road trip we had talked about over the years!

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A Tough Blog to Write – Diminished Mental Capability & Increased Vulnerability Thumbnail

A Tough Blog to Write – Diminished Mental Capability & Increased Vulnerability

As we grow older, I suspect we all have moments in which we wonder whether we’re experiencing normal forgetfulness…or are we showing the first signs of dementia? We may joke about it, but we have to think about the possibility if we’re realistic. Here are four steps to take to prepare yourself and your loved ones for the possibility you may at some point suffer from diminished mental capability or be at increased risk of financial exploitation.

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Investec Press Thumbnail

Investec Press

Investec Wealth Strategies has been recognized as a Top Houston-Area Wealth Manager. The firm has been featured in many publications, including the Houston Business Journal, Financial Advisor Magazine, Wealth & Finance International, and the Houston Chronicle.

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QCD: Doing Well by Doing Good Thumbnail

QCD: Doing Well by Doing Good

Are you one of the fortunate few who doesn’t need all of what Uncle Sam requires you to take out of your IRA? If you are one (or anticipate you may eventually be one), you might be able to reduce your taxable income, save on taxes, avoid or reduce your Medicare premium surcharge, and do some good at the same time.

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