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BRIDGING THE GAP

Personal advice and wealth management.

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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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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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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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.

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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.

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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 you 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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