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Investec Wealth Strategies

Author: Investec Wealth Strategies

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These are audio versions of the blog content we provide on our website. Investec is an independent boutique wealth management firm based in Houston, TX. We have been serving affluent families with investable assets of $1 million+ since 1984. One of our specialties is working with ExxonMobil professionals, assisting in their preparation for and transition to retirement. We invite you to consider our forward-looking approach to wealth management.
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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?This is the audio version of a blog posted on our website (investecwealth.com) on November 19, 2020. The blog post itself can be found here.Disclaimer: The information provided here is general and intended as educational in nature. It is not intended nor should it be considered as tax, accounting, or legal advice. Investec Wealth Strategies and its advisors do not provide tax, accounting, or legal advice. We recommend you seek the counsel of your attorney, accountant or other qualified tax advisor concerning your situation. Information about the ExxonMobil Savings Plan is believed to be accurate, but no guarantees can be made, as Plan details are subject to change by the Plan sponsor. The author is not an employee of ExxonMobil and his views are his own.
As the world continues to grapple with COVID-19, we must never forget. In the words of Sandy Dahl, wife of Flight 93 pilot Jason Dahl, “If we learn nothing else from this tragedy, we learn that life is short and there is no time for hate.”This is the audio version of a blog posted on our website (investecwealth.com) on September 14, 2020. The blog post itself can be found here.Disclaimer: The information provided here is general and intended as educational in nature. It is not intended nor should it be considered as tax, accounting, or legal advice. Investec Wealth Strategies and its advisors do not provide tax, accounting, or legal advice. We recommend you seek the counsel of your attorney, accountant or other qualified tax advisor concerning your situation.
16.1% of employers have cut matching 401(k) contributions in light of COVID-19. If this happened to you, or you're worried it could, here are the next steps you should be taking right away to still save for retirement.This is the audio version of a blog posted on our website (investecwealth.com) on September 9, 2020. The blog post itself can be found here.Disclaimer: The information provided here is general and intended as educational in nature. It is not intended nor should it be considered as tax, accounting, or legal advice. Investec Wealth Strategies and its advisors do not provide tax, accounting, or legal advice. We recommend you seek the counsel of your attorney, accountant or other qualified tax advisor concerning your situation.
Should you consider taking Social Security early to cover financial hardships caused by COVID-19? Make these crucial considerations first.This is the audio version of a blog posted on our website (investecwealth.com) on August 31, 2020. The blog post itself can be found here.Disclaimer: The information provided here is general and intended as educational in nature. It is not intended nor should it be considered as tax, accounting, or legal advice. Investec Wealth Strategies and its advisors do not provide tax, accounting, or legal advice. We recommend you seek the counsel of your attorney, accountant or other qualified tax advisor concerning your situation.
In our quest to understand our relationship with money, we need to be careful that we don’t develop a fear of spending. Here are four simple steps to align your spending with exactly what you value.This is the audio version of a blog posted on our website (investecwealth.com) on August 24, 2020. The blog post itself can be found here.Disclaimer: The information provided here is general and intended as educational in nature. It is not intended nor should it be considered as tax, accounting, or legal advice. Investec Wealth Strategies and its advisors do not provide tax, accounting, or legal advice. We recommend you seek the counsel of your attorney, accountant or other qualified tax advisor concerning your situation.
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.This is the audio version of a blog posted on our website (investecwealth.com) on August 17, 2020. The blog post itself can be found here.Disclaimer: The information provided here is general and intended as educational in nature. It is not intended nor should it be considered as tax, accounting, or legal advice. Investec Wealth Strategies and its advisors do not provide tax, accounting, or legal advice. We recommend you seek the counsel of your attorney, accountant, or other qualified tax advisor concerning your situation.
During retirement, your wealth needs to last for the rest of your life. Avoid paying more taxes than you need to by keeping these four tips in mind throughout the year.This is the audio version of a blog posted on our website (investecwealth.com) on August 3, 2020. The blog post itself can be found here.Disclaimer: The information provided here is general and intended as educational in nature. It is not intended nor should it be considered as tax, accounting, or legal advice. Investec Wealth Strategies and its advisors do not provide tax, accounting, or legal advice. We recommend you seek the counsel of your attorney, accountant, or other qualified tax advisor concerning your situation.
Should you take your ExxonMobil, Chevron, or other company pension benefit as an annuity or as a lump sum? Our Investec blogger addresses issues you might be concerned about.This is the audio version of a blog posted on our website (investecwealth.com) on July 27, 2020. The blog post itself can be found here.Disclaimer: The information provided here is general and intended as educational in nature. It is not intended nor should it be considered as tax, accounting, or legal advice. Investec Wealth Strategies and its advisors do not provide tax, accounting, or legal advice. We recommend you seek the counsel of your attorney, accountant or other qualified tax advisor concerning your situation. Information about the ExxonMobil Savings Plan is believed to be accurate, but no guarantees can be made, as Plan details are subject to change by the Plan sponsor. The author is not an employee of ExxonMobil and his views are his own.
You don’t do estate planning just for yourself. The documents the estate attorney produces are important, but there are other things you can do now to show your love for your heirs. Don’t leave behind a mess.This is the audio version of a blog posted on our website (investecwealth.com) on July 20, 2020. The blog post itself can be found here.Disclaimer: This is only intended to provide a general overview of important estate planning concepts. This document is not intended nor should it be considered as legal advice. Investec Wealth Strategies and its advisors do not provide legal advice. Since estate laws are always subject to interpretations and possible changes in the future, we recommend that you seek the counsel of your attorney concerning your specific situation.
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.This is the audio version of a blog posted on our website (investecwealth.com) on July 6, 2020. The blog post itself can be found here.Disclaimer: The information provided here is general and intended as educational in nature. It is not intended nor should it be considered as tax, accounting, or legal advice. Investec Wealth Strategies and its advisors do not provide tax, accounting, or legal advice. We recommend you seek the counsel of your attorney, accountant, or other qualified tax advisor concerning your situation.
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. Here are five important reasons to have a financial plan.This is the audio version of a blog posted on our website (investecwealth.com) on June 19, 2020. The blog post itself can be found here.Disclaimer: The information provided here is general and intended as educational in nature. It is not intended nor should it be considered as tax, accounting, or legal advice. Investec Wealth Strategies and its advisors do not provide tax, accounting, or legal advice. We recommend you seek the counsel of your attorney, accountant, or other qualified tax advisor concerning your situation.
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. These are our thoughts on making a tough decision.This is the audio version of a blog posted on our website (investecwealth.com) on June 9, 2020. The blog post itself can be found here.Disclaimer: The information provided here is general and intended as educational in nature. It is not intended nor should it be considered as tax, accounting, or legal advice. Investec Wealth Strategies and its advisors do not provide tax, accounting, or legal advice. We recommend you seek the counsel of your attorney, accountant, or other qualified tax advisor concerning your situation.
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 listening for a conversation with a hypothetical client named Gloria about “staying the course.”This is the audio version of a blog posted on our website (investecwealth.com) on May 4, 2020. The blog post itself can be found here.Disclaimer: The information provided here is general and intended as educational in nature. It is not intended nor should it be considered as tax, accounting, or legal advice. Investec Wealth Strategies and its advisors do not provide tax, accounting, or legal advice. We recommend you seek the counsel of your attorney, accountant, or other qualified tax advisor concerning your situation.
Uncle Sam is spending trillions of dollars on economic stimulus and relief measures. The deficit will grow. Your 401(k) or IRA portfolio has recovered somewhat. But your ExxonMobil or Chevron stock is still at multi-year lows. In the midst of this, you wonder: “Should I start Social Security earlier than I planned?”This is the audio version of a blog posted on our website (investecwealth.com) on April 23, 2020. The blog post itself can be found here.Disclaimer: The information provided here is general and intended as educational in nature. It is not intended nor should it be considered as tax, accounting, or legal advice. Investec Wealth Strategies and its advisors do not provide tax, accounting, or legal advice. We recommend you seek the counsel of your attorney, accountant, or other qualified tax advisor concerning your situation.
“Sell a position for less than what I paid? Why would I want to do that?” How do we take advantage of a down market to save on taxes? There are times when selling an investment for less than what you paid for it makes sense.This is the audio version of a blog posted on our website (investecwealth.com) on April 3, 2020. The blog post itself can be found here.Disclaimer: The information provided here is general and intended as educational in nature. It is not intended nor should it be considered as tax, accounting, or legal advice. Investec Wealth Strategies and its advisors do not provide tax, accounting, or legal advice. We recommend you seek the counsel of your attorney, accountant, or other qualified tax advisor concerning your situation.
You’ve stocked up on toilet paper and disinfectant. You’re maintaining social distancing. How about your portfolio? Will it survive the crisis? Keep listening to learn how those drawing on their wealth are prepared for a bear market.This is the audio version of a blog posted on our website (investecwealth.com) on April 1, 2020. The blog post itself can be found here.Disclaimer: The information provided here is general and intended as educational in nature. It is not intended nor should it be considered as tax, accounting, or legal advice. Investec Wealth Strategies and its advisors do not provide tax, accounting, or legal advice. We recommend you seek the counsel of your attorney, accountant or other qualified tax advisor concerning your situation.
Social distancing to avoid the coronavirus will give us back time we might have spent elsewhere. But in a few months (we hope it's only a few), we will have gotten through this. You will look back at how you spent the extra time you were given. What will you remember? Being paralyzed by fear and cooped up in your home?This is the audio version of a blog posted on our website (investecwealth.com) on March 16, 2020. The blog post itself can be found here.Disclaimer: The information provided here is general and intended as educational in nature. It is not intended nor should it be considered as tax, accounting, or legal advice. Investec Wealth Strategies and its advisors do not provide tax, accounting, or legal advice. We recommend you seek the counsel of your attorney, accountant or other qualified tax advisor concerning your situation.
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