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SEVEY Wealth Advisors
Home
Our Approach
Fees
Insights
Who We Serve
Contact
Schedule
Home
Our Approach
Fees
Insights
Who We Serve
Contact
Schedule
Medicare Open Enrollment 2025: Eligibility, IRMAA, and How to Choose Between Select and Advantage
Sean Sevey 10/10/25 Sean Sevey 10/10/25

Medicare Open Enrollment 2025: Eligibility, IRMAA, and How to Choose Between Select and Advantage

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That Gut Feeling About Annuities? Trust It.
Sean Sevey 10/2/25 Sean Sevey 10/2/25

That Gut Feeling About Annuities? Trust It.

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Model Portfolios vs. Goals-Based Investing: The Case for Reverse Engineering Your Wealth
Sean Sevey 9/26/25 Sean Sevey 9/26/25

Model Portfolios vs. Goals-Based Investing: The Case for Reverse Engineering Your Wealth

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Averages Don’t Retire—You Do: The Hidden Risk in Planning
Sean Sevey 9/18/25 Sean Sevey 9/18/25

Averages Don’t Retire—You Do: The Hidden Risk in Planning

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Rising Inflation vs. Cooling Jobs: The Fed’s Dilemma
Sean Sevey 9/12/25 Sean Sevey 9/12/25

Rising Inflation vs. Cooling Jobs: The Fed’s Dilemma

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Is a Recession Coming? Prepare Like It Is.
Sean Sevey 9/5/25 Sean Sevey 9/5/25

Is a Recession Coming? Prepare Like It Is.

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When to Break the “Diversify a Concentrated Stock” Rule
Sean Sevey 8/22/25 Sean Sevey 8/22/25

When to Break the “Diversify a Concentrated Stock” Rule

The financial planning textbook says you should never hold a big single-stock position. No Matter What? Really?

We disagree - some lives and balance sheets are not average.

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Bitcoin’s Identity Crisis: Hedge, Safe Haven, or High-Volatility Trade?
Sean Sevey 8/14/25 Sean Sevey 8/14/25

Bitcoin’s Identity Crisis: Hedge, Safe Haven, or High-Volatility Trade?

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When “We” Becomes “Me”: Avoiding the Financial Pitfalls of Widowhood
Sean Sevey 8/7/25 Sean Sevey 8/7/25

When “We” Becomes “Me”: Avoiding the Financial Pitfalls of Widowhood

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5 Planning Priorities We’re Tackling First with the New Tax Law
Sean Sevey 7/24/25 Sean Sevey 7/24/25

5 Planning Priorities We’re Tackling First with the New Tax Law

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Why the “One Big, Beautiful Bill” Has Made Tax Planning More Complicated—Not Less
Sean Sevey 7/17/25 Sean Sevey 7/17/25

Why the “One Big, Beautiful Bill” Has Made Tax Planning More Complicated—Not Less

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Final Approach to Retirement: It’s Not Just the Numbers—It’s Your Peace of Mind
Sean Sevey 6/20/25 Sean Sevey 6/20/25

Final Approach to Retirement: It’s Not Just the Numbers—It’s Your Peace of Mind

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Those Who Don’t Study History: What Japan’s Debt Crisis Can Teach Us About America’s Future
Sean Sevey 6/6/25 Sean Sevey 6/6/25

Those Who Don’t Study History: What Japan’s Debt Crisis Can Teach Us About America’s Future

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Has Fear Turned To Relief? What the Market’s Comeback Teaches Us About Emotion and Investment
Sean Sevey 5/30/25 Sean Sevey 5/30/25

Has Fear Turned To Relief? What the Market’s Comeback Teaches Us About Emotion and Investment

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Our Thoughts On US Debt Losing AAA Status
Sean Sevey 5/19/25 Sean Sevey 5/19/25

Our Thoughts On US Debt Losing AAA Status

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AI and Wealth Advice: How Will AI Improve The Future of Investing?
Sean Sevey 5/9/25 Sean Sevey 5/9/25

AI and Wealth Advice: How Will AI Improve The Future of Investing?

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The Rules of Using Index Funds: Simple, Smart, But Not Always Easy
Sean Sevey 5/5/25 Sean Sevey 5/5/25

The Rules of Using Index Funds: Simple, Smart, But Not Always Easy

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Thinking About Buying Bonds Right Now? Here's What You Need to Know
Sean Sevey 4/10/25 Sean Sevey 4/10/25

Thinking About Buying Bonds Right Now? Here's What You Need to Know

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The Broken Model: Why Traditional Wealth Advisory No Longer Works
Sean Sevey 1/31/25 Sean Sevey 1/31/25

The Broken Model: Why Traditional Wealth Advisory No Longer Works

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The Art of Selling Smart: A Strategy for Every Market
Sean Sevey 1/24/25 Sean Sevey 1/24/25

The Art of Selling Smart: A Strategy for Every Market

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There are no warranties implied.

Sevey Wealth Advisors, LLC is a registered investment advisor located in Austin, TX. Sevey Wealth Advisors, LLC may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Sevey Wealth Advisors, LLC’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of Sevey Wealth Advisors, LLC’s web site on the Internet should not be construed by any consumer and/or prospective client as Sevey Wealth Advisors, LLC’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Sevey Wealth Advisors, LLC with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Sevey Wealth Advisors, LLC, please contact the state securities regulators for those states in which Sevey Wealth Advisors, LLC maintains a registration filing. A copy of Sevey Wealth Advisors, LLC’s current written disclosure statement discussing Sevey Wealth Advisors, LLC’s business operations, services, and fees is available at the SEC’s investment advisor public information website – www.adviserinfo.sec.gov or from Sevey Wealth Advisors, LLC upon written request. Sevey Wealth Advisors, LLC does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Sevey Wealth Advisors, LLC’s web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

This website and information are provided for guidance and information purposes only.  Investments involve risk and unless otherwise stated, are not guaranteed.  Be sure to first consult with a qualified financial advisor and/or tax professional before implementing any strategy.  This website and information are not intended to provide investment, tax, or legal advice.