Alexis Long, MBA, CFP®

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

Improve Your Investment Strategy With Target Band Rebalancing

When asked about the best ways to invest, people offer a variety of responses. Inevitably, many of these responses boil down to "buy low, sell high." Charmed by its deceptive simplicity, investors...
January 07, 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

4 Ways to Invest Your Chevron Incentive Plan (CIP)

February 05, 2025

How to Use Donor-Advised Funds for Charitable Giving & to Reduce Taxes

February 05, 2025

HSA vs. FSA vs. HRA at Chevron: How to Choose the Right One for You

February 04, 2025

Managing Your Chevron 401(K)? Here are 9 Ways to Get More in the ESIP

January 25, 2025