Investec Wealth Strategies
Investec Wealth StrategiesThese 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 over $1M in investable assets since 1984. We specialize in working with Retirees, ExxonMobil professionals as well as those who have become Suddenly Single. We invite you to consider our forward-looking... more
| Publishes | Twice monthly | Episodes | 35 | Founded | 5 years ago |
|---|---|---|---|---|---|
| Categories | BusinessInvestingEducation | ||||
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Latest Episodes
You’re an ExxonMobil retiree and about to turn 65. You need to make a decision about health insurance. You can move seamlessly from the ExxonMobil Retiree Medical Plan option to the ExxonMobil Medicare Primary Option (MPO), also known as a Medicare A... more
If you’ve ever left an employer in whose 401(k) plan you participated, did you make an informed decision about what to do about your account? We offer five objectives to help decide what’s right for you. But please, don’t just forget you have the acc... more
As we grow older, I suspect we all have moments in which we wonder whether we’re experiencing normal forgetfulness…or are we showing the first signs of dementia? We may joke about it, but we have to think about the possibility if we’re realistic. Her... more
News that ExxonMobil will resume the company match to the ExxonMobil Savings Plan in October gives you a planning basis for maximizing after-tax dollars going into your account. If you're inclined to max out, follow along here to calculate the amount... more
Life has likely felt like a whirlwind since the pandemic started. While adjusting to the new normal, it’s possible your insurance coverage has not been top of mind. But in reality, you could be missing out by not reevaluating your current coverage. H... more
At its core, financial advice helps you with your money. What is it about your money that makes it susceptible to help? This blog explains why folks in mid- to late-career who are accumulating retirement savings should be working with a competent fin... more
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.
This is the audio ... more
Whether to sell appreciated shares of XOM in the ExxonMobil Savings Plan is a tough question. Here are four questions we think XOM shareholders should consider as they think through next moves in their portfolio.
This is the audio version of a blog ... more
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Apple Podcasts | #78 |  South Africa/Business/Investing |
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Investec Wealth Strategies launched 5 years ago and published 35 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
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