Gervais Wealth Management

Gervais Wealth Management For many, understanding every aspect of personal finance can be daunting. From investments to retire

📢 Stay informed on the markets with the Weekly Market Commentary! Your go-to source for expert analysis, market news, an...
09/02/2026

📢 Stay informed on the markets with the Weekly Market Commentary! Your go-to source for expert analysis, market news, and key insights—delivered straight to you. Whether you're an investor, a finance enthusiast, or just keeping an eye on the economy, this is the update you don't want to miss. Check it out now and make informed decisions with confidence!

https://www.gervaiswm.com/weekly-market-commentary

08/28/2026

Hidden AI technical debt is quietly eroding ROI and making every new AI investment more expensive.

Where are you getting your market news every week? The Weekly Market Commentary is designed to give you detailed insight...
08/26/2026

Where are you getting your market news every week? The Weekly Market Commentary is designed to give you detailed insights in a quick and easily-digestable format. Read the latest one here: https://www.gervaiswm.com/weekly-market-commentary

Education has become increasingly expensive for parents, especially for those hoping to help their children stave off st...
08/25/2026

Education has become increasingly expensive for parents, especially for those hoping to help their children stave off student debt. This may include having to contend with inflation, spikes in cost of living expenses, increased job competition and steep interest rates. Statista reported that the average back-to-school spending per household, not including tuition and student housing (for college students), is nearly $900. With many families living paycheck-to-paycheck, this can pose a significant challenge.

Consider these six suggestions for managing money as students head back to school: https://www.gervaiswm.com/blog/schools-in-money-management-tips-for-parents-back-to-school-edition

08/21/2026

The car experts at Edmunds have compiled their five top strategies to help reduce the overall cost of your next vehicle purchase.

Don't let the calendar dictate your financial strategy. ⏰The most effective year-end planning happens months before Dece...
08/17/2026

Don't let the calendar dictate your financial strategy. ⏰

The most effective year-end planning happens months before December. Starting early gives you time to evaluate tax-saving opportunities, review investment gains and losses, maximize retirement contributions, and align your financial decisions with your long-term goals.

A little planning today can make a big difference by year-end. Swipe through to see our year-end planning guide.

08/14/2026

New issues are stocks offered directly by the issuing company to the public for the first time. They help companies raise cash to meet expenses or finance growth.

Stay up to date on market happenings and events with a weekly recap from LPL Financial’s Research team. From topics like...
08/12/2026

Stay up to date on market happenings and events with a weekly recap from LPL Financial’s Research team. From topics like quarterly earnings seasons to current market opportunities, these articles deliver exactly what you’d expect and then some — including a weekly wrap-up with strategic recommendations. https://www.gervaiswm.com/weekly-market-commentary

08/11/2026

Without credit, it may be difficult, even seemingly impossible, to participate in modern society. But some credit comes with high-interest rates, tricky terms, and other potential risks that could send you into excessive debt. What should you know before you open a new line of credit?

Here are three types of credit borrowing for which consumers should proceed with caution: https://www.gervaiswm.com/blog/credit-credibility-3-types-of-credit-you-should-consider-with-caution

For many, understanding every aspect of personal finance can be daunting. From investments to retire

Address

25000 Echodale Road
Winona, MN
55987

Opening Hours

Monday 7:30am - 4pm
Tuesday 7:30am - 4pm
Wednesday 7:30am - 4pm
Thursday 7:30am - 4pm
Friday 7:30am - 4pm

Telephone

+15074744470

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