Did you know people are Googling the word "Inflation" at a record-breaking rate? If the economic uncertainty of the past year has you scratching your head as well, here's what you need to know about inflation and your investments.
Reluctant to share your financial information with your grown children? Here are some reasons why it might make sense to do so.
From the moment a doctor earns his or her MD to the day they hang up their white coat for good, medical professionals face unique financial hurdles, dilemmas and questions. Here are five key components every medical professional should consider when putting together his or her financial plan.
If 2020 has taught us anything, it's that you should always be prepared for the unexpected. Now that the year is behind us, here are 7 ways that we should treat our money differently and plan for the future.
According to one estimate, seniors collectively lose up to $30 billion a year to elder financial abuse. Growing older is a part of life, and while it's difficult to see your parents age, ensure that they have the protection they need by identifying and preventing these signs of elder abuse.
According to an email ExxonMobil CEO Darren Woods sent all employees on October 21, the company faces "significant headwinds, more work to do and, unfortunately, further reductions are necessary." For many, exiting ExxonMobil may become a reality. What should you do?
The Social Security Administration announced a 2021 Cost of Living Increase of 1.3% on Oct. 13, 2020. Whether you’re currently working or enjoying retirement, here’s how you may be affected.
Stocks have been up — but unemployment has also risen. Why is that? Here, we break down the major differences between the stock market and the economy.
Should you consider taking Social Security early to cover financial hardships caused by COVID-19? Make these crucial considerations first.
The COVID-19 pandemic has reshaped our lives in unprecedented ways, forcing us to stay at home more, adjust our spending habits and even reevaluate our retirement hopes and dreams. Here are four simple steps to align your spending with exactly what you value.
72% of Americans have felt financially stressed at some point during 2020. Here are 6 of the most common stress triggers with ways to fix them.
How do you decide between a 15-year and a 30-year mortgage? Emotional decision or a financial one? Read on for one analysis.
Ever wonder what difference financial planning might make in a person’s life? One Investec advisor went into this field in part because wealth management holds the promise of achieving four objectives he holds dear.
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.
If you've recently received your $1,200 stimulus check, have you thought about what you'll do with it? We're offering 6 productive things you can do with your stimulus check right away.
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.
Investec hosted its live "State of the Markets" event on Thursday, January 30th, at the Royal Sonesta Hotel in Houston. Clients attending the event heard presentations from John and Daniel Goott, Investec principals, on economic and market events of 2019 as well as on their outlook for investors in 2020.
What's known today as Investec Wealth Strategies began when John Goott first registered his firm with the State of Texas on December 17, 1984. We asked John, as the Founding Principal, to reflect on the past 35 years.
EBUs are “Earning Bonus Units,” which ExxonMobil employees may be awarded each year as part of their incentive bonus compensation. For those who receive both cash bonuses and EBUs, typically the EBUs are approximately equal to the cash bonus, i.e., half of the annual bonus component of incentive awards is paid through EBUs.
There's a temptation to want to define the value of an advisor as an annualized, net-of-fees increase in the value of one's portfolio. But as we'll discuss shortly, some of the most meaningful contributions an advisor can make aren't recurring on an annual basis.