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.