Alexis Long, MBA, CFP®

Alexis Long, MBA, CFP®
MANAGING DIRECTOR, WEALTH MANAGEMENT
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Recent Posts

Understanding the Risks & Benefits of Private Market Investments

A well-diversified portfolio is crucial for managing risk and maximizing returns. While many investors focus on traditional options like stocks and bonds, more are turning to private market...
January 06, 2025

How Using NUA with Chevron Stock Can Save You Taxes in Retirement

December 31, 2024

5 Ways Chevron Professionals Can Save More During High Inflation

December 31, 2024

401(k) Contribution Limits & How to Max Out the Shell Provident Fund

December 31, 2024

How to Maximize Savings Using Your Shell Employee Benefits

December 31, 2024

Bridging: Strategic Steps to Keep Shell Pension Eligibility

December 30, 2024

Shell Retirement Planning & Essential Mistakes to Avoid

December 18, 2024

Shell Open Enrollment: Understanding Your Life Insurance Options

October 18, 2024

Navigating Shell Disability Insurance Coverage During Open Enrollment

October 18, 2024