Blog

Congratulations Trey! – What’s with all the C’s?

Willy Gevers | Aug 1, 2022

Stocks Have Worst First Half in 50 Years

Willy Gevers | Jul 8, 2022

There’s a Bear in our Backyard! – Three Kinds of Bear Markets

Willy Gevers | Jun 21, 2022

Paul McCartney, Inflation, & Our Investments

Willy Gevers | May 10, 2022

A Note from Willy/Opportunity Alert

Willy Gevers | May 4, 2022

Team & Technology Updates

Willy Gevers | Apr 12, 2022

It’s Almost Tax Time... Major Tax Changes Coming, are you Prepared?

Willy Gevers | Mar 3, 2022

My Brief but Happy Life as a “Professional” Triathlete – and How I became a Wealth Manager

Willy Gevers | Sep 3, 2021

What do Bitcoin, Scuba Diving in Maui, & Gold have in Common?

Willy Gevers | Apr 15, 2021

Tax Preparation, Tax Hikes & Hiking the Pacific Crest Trail

Willy Gevers | Mar 2, 2021

If 2020 was a Fish…I’d Throw it Back! & a GWM Team Update

Willy Gevers | Jan 12, 2021

Is Your Portfolio Up to Date? – Model Changes & Rebalancing

Willy Gevers | Oct 27, 2020