Gervais Wealth Management

09/07/2026

Happy Labor Day!

Today, we celebrate the dedication, perseverance, and hard work of the individuals who help keep our communities, businesses, and economy moving forward.

Whether you're enjoying time with family, friends, or simply taking a moment to relax, we hope you have a safe and enjoyable Labor Day.

Our office will be closed in observance of the holiday and will reopen tomorrow, September 8.

Thank you for the opportunity to serve you. Wishing you a wonderful Labor Day!

09/04/2026

For some people, spending the money they've saved in retirement can be the most difficult part of the process.

09/04/2026

09/02/2026

📢 Stay informed on the markets with the Weekly Market Commentary! Your go-to source for expert analysis, market news, and key insights—delivered straight to you. Whether you're an investor, a finance enthusiast, or just keeping an eye on the economy, this is the update you don't want to miss. Check it out now and make informed decisions with confidence!

https://www.gervaiswm.com/weekly-market-commentary

08/28/2026

Hidden AI technical debt is quietly eroding ROI and making every new AI investment more expensive.

08/26/2026

Where are you getting your market news every week? The Weekly Market Commentary is designed to give you detailed insights in a quick and easily-digestable format. Read the latest one here: https://www.gervaiswm.com/weekly-market-commentary

08/25/2026

Education has become increasingly expensive for parents, especially for those hoping to help their children stave off student debt. This may include having to contend with inflation, spikes in cost of living expenses, increased job competition and steep interest rates. Statista reported that the average back-to-school spending per household, not including tuition and student housing (for college students), is nearly $900. With many families living paycheck-to-paycheck, this can pose a significant challenge.

Consider these six suggestions for managing money as students head back to school: https://www.gervaiswm.com/blog/schools-in-money-management-tips-for-parents-back-to-school-edition

08/21/2026

The car experts at Edmunds have compiled their five top strategies to help reduce the overall cost of your next vehicle purchase.

08/19/2026

What moved the markets this week, and what was the impact? Find out here in this week's edition of the LPL Weekly Market Commentary: https://www.gervaiswm.com/weekly-market-commentary

08/17/2026

Don't let the calendar dictate your financial strategy. ⏰

The most effective year-end planning happens months before December. Starting early gives you time to evaluate tax-saving opportunities, review investment gains and losses, maximize retirement contributions, and align your financial decisions with your long-term goals.

A little planning today can make a big difference by year-end. Swipe through to see our year-end planning guide.