facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

BRIDGING THE GAP

Personal advice and wealth management.

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.

Read More
Investec State of the Markets Event Thumbnail

Investec State of the Markets Event

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.

Read More
When Bad Things Happen to Good Investors Thumbnail

When Bad Things Happen to Good Investors

We don't know when the next bear market will hit. U.S. stocks are near all-time highs, but many investors are nervous. Tariff talk and threats make many nervous. There are signs growth in the global economy is slowing, business investment is declining, and consumers may begin to cut back. The economy tends to go in cycles.

Read More
"Are You Sure One Kidney is Enough?" Thumbnail

"Are You Sure One Kidney is Enough?"

In the face of uncertainty in forecasting years into the future, many figure that more is always better. For many, trying to determine how much of a portfolio is "enough" is too imprecise, too subjective, too risky an exercise to quantify. At least that's conventional wisdom.

Read More
Thoughts on Inflation – Part Two Thumbnail

Thoughts on Inflation – Part Two

Price increases for much of what you buy each month may be reflected in the official CPI, but don't assume that your budget will magically work each year based on increasing it by those numbers. You should use CPI as an initial estimate for much of what you buy. But "official" inflation and your own "personal" inflation may be quite different.

Read More
Thoughts on Inflation – Part One Thumbnail

Thoughts on Inflation – Part One

Each month, the U.S. Bureau of Labor Statistics (BLS) releases lots of statistics about inflation. You might think the BLS simply prices a whole bunch of goods and services, compares the cost, and declares the price difference as the official rate of inflation... but you'd be wrong.

Read More
Avoiding Financial Exploitation of Vulnerable Adults Thumbnail

Avoiding Financial Exploitation of Vulnerable Adults

You've heard the horror stories. Perhaps you know someone who's been impacted. You think you're prepared to avoid it--but you're fearful it might possibly happen to you. "It" is being exploited. Being taken advantage of. Or simply losing the capacity to make sensible financial decisions.

Read More