Alexis Long, MBA, CFP®

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

BP Stock Outlook: What Should You Do Next?

Not long ago, BP was sitting in the mid-$30s. It felt steady. Now, as I write this, BP plc is trading around $45.41—well above its 200-day moving average near $35. We were hoping it was stabilizing...
March 26, 2026

4 Ways to Invest Your Chevron Incentive Plan (CIP)

March 06, 2026

What to Consider Before Accepting a Severance Package From Shell

January 21, 2026

80 Point & APF: What’s the Difference Between the Shell Pensions

January 21, 2026

Asset Allocation: The Key Component For Your Investment Strategy

January 21, 2026

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

November 13, 2025

Navigating Shell Disability Insurance Coverage During Open Enrollment

October 14, 2025

Chevron’s Relocation to Houston: What Employees Need to Know

March 31, 2025