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You don't say what type of investments you currently have but on sale of these investments you may have a liability to either income or capital gains tax depending on values and your overall tax position, so you need to consider that potential liability.
BBC: Fergus Muirhead
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By offering either entertainment or coupons, you may have a better chance at building a relationship with your customers.
FORBES: Survey: Facebook Users Want Entertainment, Coupons From Brands
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And while most applications have default folders where the files they create (such as the Excel spreadsheet mentioned above) are saved, the path to such a folder may have been changed (by you or another user, either accidentally or on purpose).
CNN: How do I retrieve a lost file?