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BRIDGING THE GAP

Personal advice and wealth management.

Investec Blog

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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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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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.

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Investec Celebrates Thirty-Five Years Thumbnail

Investec Celebrates Thirty-Five Years

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.

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How Much ExxonMobil NUA Stock is Too Much? Thumbnail

How Much ExxonMobil NUA Stock is Too Much?

Mae West, an iconic 20th century American actress, singer, comedian and sex symbol, reportedly once said “Too much of a good thing is wonderful.” We’re pretty sure Mae wasn’t talking about net unrealized appreciation (NUA). But Mae’s observation raises a valid question. “Can there be too much of this good thing, this NUA?”

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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.

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Historic Perspective on North Korea and the Markets

When the war-of-words between North Korea and the U.S. reached a new level earlier this month, markets briefly stumbled as investors grew uneasy. While we don't normally opine on geopolitical events, we wanted to help ease any financial worries you may have related to this recent conflict.

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