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Sean Sevey | Nov 30, 2023

The Violation of Fiduciary Duties: A Critical Examination of AUM Fees in Investment Advisory

Education
The fiduciary duty of an investment advisor is a cornerstone of the financial services industry, emphasizing the obligation to act in the best interests of
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Sean Sevey | Nov 29, 2023

How Would The Fed Cutting Interest Rates Impact The Stock and Bond Markets?

Market Commentary
Education
The Federal Reserve (the Fed) is expected to cut interest rates in 2024. This can have significant effects on both the stock and bond markets. Here's a general
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Sean Sevey | Nov 27, 2023

Financial Win-Win: Give to Charity and Avoid the Income Taxes on $100k

Education
Investments
Tax Planning
Lifestyle
The tax code, with all of its hundreds of pages of regulations, stipulations, and loopholes always leave something be learned. Not only is the U.S. Internal
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Sean Sevey | Nov 20, 2023

Thanksgiving Meal Prep and Investing... So Many Shared Principals

Education
As we approach the season of gratitude and gather around the table for Thanksgiving, the joy of preparing a feast becomes a cherished tradition. Much like the
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Sean Sevey | Nov 2, 2023

What is “Upstream Gifting” and How Can it Save You Taxes?

Tax Planning
There has been a resurgence in interest regarding the Upstream Gifting tax strategy. This is driven by the existing federal estate and gift tax law, which
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Sean Sevey | Oct 27, 2023

Earnings Season Playbook: Q3 2023 Reports To Watch

Market Commentary
Earnings are one of the largest drivers of stock performance, as they drive Valuations, Expectations and Market Sentiment. Here's what to look for in this
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Sean Sevey | Oct 20, 2023

What Do Fund Flows Tell Us About Investor Sentiment?

Education
Market Commentary
The third quarter of 2023 saw a continuation of this year’s trend of investors steadily funneling into Money Market funds, which amassed inflows of $183.9B
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Sean Sevey | Oct 16, 2023

Is the Stock Market too Concentrated? Magnificent Seven Q3 2023 Update

Market Commentary
As a result of this significant outperformance and the market cap weighting of the S&P 500, these seven stocks now represent 29% of the total index.
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Sean Sevey | Oct 6, 2023

The New Normal Retirement

Retirement
There's more to preparing for retirement than just saving. Here's what to consider.
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Sean Sevey | Oct 4, 2023

Navigating Fiscal Dramas and Market Downturns: What You Need to Know

Investments
Savings
Risk Management
The world of finance is never static. It's an ever-changing landscape that reflects the ebb and flow of economic indicators, political events, and public
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Sean Sevey | Sep 27, 2023

Sequence of Returns Risk is the Real Threat to Your Retirement Plan

Premium
Risk Management
Even as the stock market works its way to new highs, retirement savers, still shell-shocked from the extreme volatility of recent years, are slow to wade back
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Sean Sevey | Sep 25, 2023

What Happens After A Fed Rate Hike? (Or Pause)?

Education

Investors might finally be able to unfasten their seatbelts, as interest rates may have reached their cruising altitude.

During the September 2023 meeting

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  512-647-8886
  sean@seveywealth.com

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Austin TX 78756

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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.

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