Television Appearances
| FOX Business "After the Bell" | 12/30/2011 |
FOX Business anchors Liz Claman and David Asman feature the
investment insights of Mike McGervey, president of McGervey Wealth
Management live on “After the Bell.” McGervey discusses his current
investment outlook and strategies, including how he develops a
strong pool of potential equity investments by reviewing revised
earnings to the upside. “It’s often a good predictor of future price
movement and we see these upward revisions […] tend to affect the
market for up to a year,” McGervey explains. “We use this as a base
to establish a good block of stocks, which we can take further with
fundamental analysis, […] and then take it a step further and look
to technical analysis to enhance the timing of our buying purchase
and also, on the downside, to give us a sell-side discipline as a
safety net.”
| CNBC "The Call" | 8/8/2011 |
Melissa Francis and Bill Griffeth of CNBC “The Call” consult the investment expertise of Mike McGervey, president of McGervey Wealth Management. McGervey recaps his strategy leading into the current market drop off and how he has become increasingly defensive throughout the second quarter of 2011. Looking forward, he advises investors to exercise caution and foresees continued volatility. Regarding potential equity investments, he explains: “We would not put [it] on the playing field because the systemic risk in the market place is going to prevent that.”
| WBBM NewsRadio | 6/23/2011 |
Sherman Kaplan & Kris Kridel of WBBM NewsRadio highlight the market expertise of Mike McGervey, president of McGervey Wealth Management. McGervey comments on recent market trends and offers his firm’s investment strategies to combat the volatile market. He explains, "We really look at investing as a long-term event […] We try to remove a lot of anxiety that investors may have, by becoming more defensive and responding to markets. Also by becoming more offensive when the conditions are expanding favorably."
| MSNBC.com | 6/21/2011 |
McGervey Wealth Management president Mike McGervey joins Simon Hobbs and Melissa Lee for MSNBC.com to discuss market inconsistencies. He emphasizes that it is difficult to anticipate long-term market activity. McGervey notes the broken market patterns over the past month and anticipates another month passing before a clear trend emerges.
| CNBC "Squawk on the Street" | 6/21/2011 |
Simon Hobbs and Melissa Lee of CNBC “Squawk on the Street” highlight the market expertise of Mike McGervey, president of McGervey Wealth Management. McGervey provides his cautiously optimistic market outlook. He explains, “Our short-term charts do indicate that we will see a minor rally unfold over the next few days, which I think we’ve been experiencing as of late.” McGervey goes on to discuss his expectations for the intermediate- and long-term markets.
| CNBC "Squawk on the Street" | 5/10/2011 |
Mike McGervey, president of McGervey Wealth Management, joins Mark Haines and Melissa Lee of CNBC’s Squawk on the Street to discuss his outlook on the current market environment. McGervey notes that he anticipates the market momentum to continue through the end of the year, although describes the market correction he is expecting in the short term. He goes on to outline his top stock picks for the current market.
| MSNBC.com | 5/10/2011 |
Melissa Lee and Mark Haines for MSNBC.com consult the market expertise of Mike McGervey, president of McGervey Wealth Management. McGervey discusses the current economic climate, anticipating promising market activity over the intermediate-term. He explains that although short-term charts show a weak price movement, the intermediate charts remain stable which indicates markets may continue to the upside.
| CNBC "Squawk on the Street" | 2/22/2011 |
Mike McGervey, president of McGervey Wealth Management, joins Mark Haines and Erin Burnett of CNBC’s Squawk on the Street to discuss the current market climate. McGervey emphasizes his cautiously optimistic outlook through the end of year, noting the market has been building momentum. He explains, “The charts are bullish [and] the 1440 on the intermediate [outlook] is very key.” McGervey goes on to identify buying opportunities for investors.
| CNBC "Squawk on the Street" | 12/14/2010 |
Mike McGervey, president of McGervey Wealth Management, joins anchors Mark Haines and Erin Burnett of CNBC Squawk on the Street to share his outlook on the current market environment. McGervey explains how recent marketplace movements have significantly impacted prices and previews the market's likely reaction if inflation rates continue to increase. “With bonds being at a two year low, treasuries up, and inflation impacting prices, this could just be the beginning […] I expect all bets to be off for the big decline,” explains McGervey.
| TheStreet.com TV | 9/21/2010 |
Mike McGervey, president of McGervey Wealth Management, sits down with reporter Maria Woehr for a segment of TheStreet.com TV. McGervey discusses his thoughts on the U.S. banking sector, noting he isn't yet confident in domestic banks. He continues by explaining the tenets of his investment strategy and notes, “Right now, banks haven't been demonstrating the fundamental characteristics we typically look for when adding them to our portfolios.”
| CNBC "Squawk on the Street" | 9/16/10 |
Mike McGervey, president of McGervey Wealth Management, joins CNBC anchors Erin Burnett and Mark Haines for a segment of Squawk on the Street live from the New York Stock Exchange. McGervey offers his current market outlook and identifies heightened trading momentum throughout the past several weeks as supporting current growth. He goes on to cite specific stock picks he sees as providing growth and protecting against risk in the current volatile market.
| FOX Business | 9/16/2010 |
McGervey Wealth Management president Mike McGervey provides his market insight during a live, on-set appearance on FOX Business. Anchors Liz Claman and David Asman seek McGervey's market outlook during a live roundtable discussion. He cites his investment strategy, mentioning his reduced cash position within the past weeks, and indentifies several promising signs of market upswing.
| MarketWatch Radio | 9/16/10 |
MarketWatch Radio anchor Larry Kofsky consults McGervey Wealth Management president Mike McGervey on a segment live from the New York Stock Exchange. McGervey addresses investor concerns regarding a double-dip recession by offering an optimistic perspective on recent market data. He says, “A lot of the news out there isn't necessarily phenomenal, but there's a lot of news, and I think the general consensus is that it's a lot less negative than it has been.”
| FOX Business | 7/30/2010 |
FOX Business Network anchors Liz Claman and David Asman feature the
market expertise and outlook of McGervey Wealth Management president
Mike McGervey. McGervey discusses the slow market recovery and
addresses his concerns with GDP growth, noting, “We have long-term
concerns that positive GDP and nominal GDP will be very difficult to
continue to produce.” McGervey goes on to offer his top stock picks
for investors.
| FOX Business | 6/25/10 |
Mike McGervey, president of McGervey Wealth Management, shares his insights
with David Asman of FOX Business regarding the reform of banking laws and how
these new regulations are expected to impact the banking industry. McGervey
says, “The financial industry has been extremely profitable from a lot of its
derivatives work and the reform will seek to pull some of these profit centers
away from the banks and potentially minimize their ability to make money
long-term.” McGervey also offers some of his top stock picks during the live
segment, including those in the industrial and specialty retail sectors.
| CNBC “Squawk on the Street” | 6/16/10 |
CNBC anchor Mark Haines seeks the outlook of Mike McGervey, president of McGervey Wealth Management, on homebuilder stocks live on CNBC “Squawk on the Street.” McGervey discusses the challenges that builders are currently facing and how these challenges are impacting the market. McGervey says, “I think even builders themselves realize that difficult times are ahead. There are a lot of headwinds, including excess inventory with no end in sight.” McGervey advises caution until the housing market starts showing signs of a recovery.
| FoxBusiness LIVE | 6/1/2010 |
Tracy Byrnes and Chris Cotter of FoxBusiness.com LIVE consult with McGervey Wealth Management president Mike McGervey for market commentary and investment strategies. McGervey comments on the market's current volatility, noting, “We have seen from a technical perspective, a lot of buyers and sellers.” When providing an outlook for future market trends, McGervey notes that there is little indication of the market's direction beyond the upcoming several weeks.
| FoxBusiness LIVE | 5/11/2010 |
FoxBusiness.com LIVE hosts Tracy Byrnes and Chris Cotter feature the expertise of Mike McGervey, president of McGervey Wealth Management. McGervey notes that his firm's strategy was built upon a capital preservation model to help protect investors in market turmoil. McGervey also offers expert advice on stocks with potential to help investor's nest eggs.
| CNBC Squawk on the Street | 4/26/2010 |
Mark Haines features Mike McGervey,
president of McGervey Wealth Management live on CNBC’s Squawk on the
Street. McGervey weighs in on a poll that indicates 90 percent of
affluent Americans believe the country is still in a recession.
McGervey believes that the country is seeing a recovery, but not
everyone has experienced it yet. “Many businesses, many of which
some of the wealthy Americans own, are still waiting to feel the
full impact,” explains McGervey.
| FoxBusiness LIVE | 4/20/2010 |
Tracy Byrnes and Robert Gray showcase the
investment expertise of Mike McGervey, president of McGervey Wealth
Management, on FoxBusiness.com LIVE. “We have seen a tremendous
amount of momentum in the last 60 days. In addition to that, the
earnings over the last week have exceeded expectations,” explains
McGervey, identifying why it is a good time to look for stocks. “We
do expect this to be the theme over the next several quarters,” says
McGervey.
| FoxBusiness LIVE | 3/11/2010 |
Mike McGervey, president of McGervey
Wealth Management, speaks with Tracy Byrnes and Chris Cotter,
anchors of FoxBusiness.com LIVE. McGervey offers a cautiously
optimistic outlook on the markets, citing the alleviation of some of
Europe’s recent woes. “The geopolitical issues are dissipated to
some extent, although I don’t think they are over at this point,”
says McGervey.
Publications
| Crain's Cleveland | 12/29/2011 |
Crain’s Cleveland spotlights the market expertise of local wealth manager
Mike McGervey, president of McGervey Wealth Management. McGervey comments on the
year end market pull back, and how the news relates to concern over Italy’s next
auction of government debt. “Italy did have a decent short-term auction
(Wednesday), and markets responded neutrally to reasonably well to that,” he
offers, “but what is causing market participants greater concern is the
longer-term sale (today, Dec. 29).”
| MarketWatch | 12/28/2011 |
MarketWatch’s Kate Gibson features the market insights of Mike McGervey,
president of McGervey Wealth Management. As the market experienced a sharp
pullback over concerns about Italy and European volatility as a whole, McGervey
sheds light on why the Dow Jones Industrial Average held a 5% gain for the year.
“It has to do with the more defensive nature of some of the Dow stocks. Some of
the industrials have benefited from modest signs of growth and a lot of people
look at those giants as larger dividend paying stocks,” he explains.
| FOXBusiness.com | 12/19/2011 |
Michael Estrin for FOXBusiness.com discusses portfolio protection strategies
with McGervey Wealth Management president, Mike McGervey. With on-going European
volatility, McGervey cautions investors not to passively watch market swings
decimate their investment portfolios. Instead, McGervey advises “sophisticated
investors to adjust to a less-aggressive portfolio and minimize exposure to
Europe and to the U.S. financial industry […]. Less-sophisticated investors can
check with their mutual fund company about their exposure to Europe.”
| Bankrate | 12/19/2011 |
Michael Estrin of Bankrate.com highlights financial protection strategies
from Mike McGervey, president of McGervey Wealth Management, in light of
on-going concerns over the Euro. McGervey explains that investors can side-step
European volatility and market swings by minimizing exposure to Europe and the
US financial industry. “Some people might think that there’s no difference
between an aggressive portfolio and a moderate or conservative one because they
all go down,” he states “But really, it’s a question of how much you lose at a
time like this. The important thing is that consumers take action before the
crisis, not after.”
| SmartMoney | 11/29/2011 |
Sarah Morgan of SmartMoney highlights investment advice of Mike McGervey,
president of McGervey Wealth Management. With recent positive movement in the
markets, investors are eager to shift their portfolios back into stocks, but
McGervey offers a contrasting view. “I would look at today very cautiously, and
potentially even use it as a selling opportunity to reduce some risk,” he
explains.
| SmartMoney | 11/8/2011 |
Mike McGervey, president of McGervey Wealth Management speaks with SmartMoney’s Sarah Morgan regarding Italian government bond yields. With yields crossing into unsustainably high territory, McGervey believes they offer more risk than reward. “Most investors taking such a big risk would want to see the potential for a lot more than 6% returns,” suggests McGervey.
| International Business Times | 10/21/2011 |
International Business Times reporter Palash Ghosh consults the investing insights of McGervey Wealth Management’s Mike McGervey. McGervey weighs in on the news of Abbott Labs decision to split into two different firms, and what this move means for investors and the overall health of a company. McGervey believes the split is “logical because the company’s disparate businesses have vastly different strategies and risk profiles.”
| WBBM NewsRadio | 10/18/2011 |
Sherman Kaplan & Kris Kridel of WBBM NewsRadio feature the market insights of Mike McGervey, president of McGervey Wealth Management. McGervey discusses how to diagnose and decipher seemingly contradicting market news and reports, and allocate your portfolio accordingly. For example, despite disappointing news out of Wall Street and the international markets, the market was buoyed by more positive earnings announcements later in the day. “Oftentimes, a perspective may depend on the lens you see the market through…We do have a philosophy more around total return,” explains McGervey. “We have advised clients that the European situation is very much in play and have positioned our portfolios much more defensively.”
| The Street | 10/11/2011 |
Mike McGervey, president of McGervey Wealth Management, discusses gold investments with Joe Mont of TheStreet. While McGervey recently shifted client portfolios out of gold, he approaches the investment with the same technical analysis he uses for stocks and other securities. “What’s uncertain is if it has any more room left to grow,” states McGervey, explaining that his analysis saw the need for a post-gold strategy.
| Fund Strategy | 10/3/2011 |
Vanessa Drucker of Fund Strategy highlights the investment strategy and portfolio management style of Mike McGervey and McGervey Wealth Management. McGervey employs a technical discipline for client portfolios and asset allocation, explaining that the approach eliminates hasty decisions based off market headlines and eases the concerns of risk-adverse clients. “We communicated that process to our clients,” says McGervey, describing the rebalancing and management of portfolios.
| InvestmentNews.com | 9/4/2011 |
Liz Skinner of InvestmentNews.com features Michael McGervey, president of McGervey Wealth Management in a reflection piece honoring the tenth anniversary of 9/11. “The terrorist attack was the beginning of a revolution for news and media, and somewhat of an evolution for markets that were once fundamentally based, but are now more news-based,” states McGervey. With this shift, McGervey explains, “the markets have moved away from the tenets of modern portfolio theory.” Subsequently, his firm initiated changes to their investment process, including a move to cash to manage risk.
| The Street | 8/24/2011 |
Joe Mont of The Street highlights the defensive market strategies of Mike McGervey, president of McGervey Wealth Management. McGervey advocates safer moves, such as holding onto cash in a money market fund, explaining that it may not produce huge returns directly, but will offer protection if the market takes a dip. “If we are preventing a 30% decline in your portfolio, [then] your cash has earned you 30% because it kept you out of the fire,” he explains.
| CBS MoneyWatch | 8/20/2011 |
Mike McGervey, president of McGervey Wealth Management, shares his market insights with Daniel Wagner and David K. Randall for CBS MoneyWatch. McGervey weighs in on continued concerns over ongoing instability in the U.S. and overseas markets. “These things usually break out over the weekend and then you have a mad dash Monday to react to them,” predicts McGervey.
| Forbes | 8/19/2011 |
Mike McGervey, president of McGervey Wealth Management, discusses safe havens in the market with Daniel Wagner and David K. Randall for Forbes. McGervey weighs in as many investors have moved out of stocks and into cash or bonds due to a combination of disappointing numbers in the U.S. and worries about the European debt situation. He offers his expectations for the coming week, following the recent selloff in the market. “These things usually break out over the weekend and then you have a mad dash Monday to react to them,” predicts McGervey.
| DailyFinance | 8/19/2011 |
Daniel Wagner and David K. Randall for DailyFinance consult the market expertise of Mike McGervey, president of McGervey Wealth Management. McGervey shares his market outlook in light of ongoing uncertainty, a drastic stock selloff and investor fears over continued European market volatility. “These things usually break out over the weekend and then you have a mad dash Monday to react to them,” says McGervey.
| MSNBC.com | 8/19/2011 |
Mike McGervey, president of McGervey Wealth Management, offers insight on the current economic climate to Daniel Wagner and David K. Randall for MSNBC.com. McGervey addresses common concerns following continued market volatility, sharing his cautious ‘wait and see’ outlook for the coming week. “These things usually break out over the weekend and then you have a mad dash Monday to react to them,” he explains.
| The Christian Science Monitor | 8/19/2011 |
Daniel Wagner and David K. Randall for The Christian Science Monitor speak with Mike McGervey, president of McGervey Wealth Management, following a recent market pullback. McGervey addresses investors’ fears of continued volatility in the markets and offers his predictions for the short-term: "These things usually break out over the weekend and then you have a mad dash Monday to react to them."
| BusinessWeek | 8/19/2011 |
Mike McGervey, president of McGervey Wealth Management, discusses ongoing market volatility with Daniel Wagner and David K. Randall for BusinessWeek. McGervey advocates a defensive strategy in light of the possibility of continued volatility. He shares his market predictions, and suggests: “These things usually break out over the weekend and then you have a mad dash Monday to react to them.”
| CBS News | 8/19/2011 |
Daniel Wagner and David K. Randall for CBS News speak with Mike McGervey, president of McGervey Wealth Management, regarding investors’ concerns over ongoing instability in both the European and U.S. markets. McGervey weighs in on predictions for the coming week and continued uncertainty. “These things usually break out over the weekend and then you have a mad dash Monday to react to them.”
| MSN Money | 8/19/2011 |
Mike McGervey, president of McGervey Wealth Management, discusses current market conditions with Daniel Wagner and David K. Randall for MSN Money. McGervey addresses continued uncertainty and market instability “These things usually break out over the weekend and then you have a mad dash Monday to react to them,” McGervey explains, sharing his ‘wait and see’ attitude.
| The Economic Times | 7/7/2011 |
McGervey Wealth Management president Mike McGervey offers strategic market advice to Ryan Vlastelica for The Economic Times. McGervey shares his optimistic outlook on the market, referring to the recent high on the S&P 500 index. “There’s new momentum in the market following last week’s surge, and generally speaking, the markets have an upward bias,” says McGervey.
| International Business Times | 7/6/2011 |
Ryan Vlastelica for the International Business Times highlights the investment strategies of Mike McGervey, president of McGervey Wealth Management. McGervey discusses the recent upward market trends, explaining the potential for continued economic growth if the S&P 500 passes 1,345. He expresses a positive short-term outlook for the market, explaining: “Generally speaking, the markets have an upward bias.”
| Reuters | 7/6/2011 |
Ryan Vlastelica of Reuters spotlights the investment analysis of Mike McGervey, president of McGervey Wealth Management. McGervey comments on the recent market rally, noting the “new momentum.” He remains cautiously optimistic for the long-term and believes there is potential for meaningful increases in the market.”
| Chicago Tribune | 7/6/2011 |
Barani Krishnan for the Chicago Tribune cites the market commentary of Mike McGervey, president of McGervey Wealth Management. McGervey reacts to the upward trending markets and discusses how current conditions are impacting investors. “There’s new momentum in the market following last week’s surge and generally speaking, the markets have an upward bias,” he says.
| Reuters | 7/6/2011 |
Reuters reporter Barani Krishnan discusses recent market trends with McGervey Wealth Management president Mike McGervey. McGervey offers a cautiously bullish outlook, based on recent positive factors. “Generally speaking, the markets have an upward bias; but until we break through 1,345 [on the S&P 500] we’ll be trading sideways,” states McGervey.
| The Street | 6/22/2011 |
Joe Mont of The Street consults the retirement planning expertise of Mike McGervey, president of McGervey Wealth Management. McGervey discusses financial planning concerns of couples who have significant age differences. He explains, “You are going to have issues relating to cash flow as it relates to these individuals approaching retirement where there is a 15- or 20- year age difference, even a 10-year difference.” McGervey suggests options for couples to overcome certain retirement issues, such as establishing a long-term care life insurance policy.
| CNBC.com | 6/21/2011 |
Mike McGervey, president of McGervey Wealth Management, shares his insight on the current market environment and discusses how current conditions are impacting investors for CNBC.com readers. He addresses investor concerns surrounding recent market volatility and encourages investors to be aware of short-term trends. He goes on to discuss his expectations for the short- and intermediate-term markets and outlines strategies for investors to manage their portfolios in a volatile market environment.
| TheStreet.com | 5/6/2011 |
Joe Mont of TheStreet.com consults the financial expertise of Mike McGervey, president of McGervey Wealth Management. McGervey urges parents to teach their children the importance of saving money, and he explains, “I believe that one of the greatest gifts a parent can give to a child […] is teaching them how to work and how to save.” As a parent himself, McGervey believes children will develop an appreciation for money if parents employ certain strategies, including delegating household chores and educating them about the “uses and abuses” of money.
| TheStreet.com | 5/4/2011 |
Mike McGervey, president of McGervey Wealth Management offers his short- and long-term market outlooks for Andrea Tse of TheStreet.com. “It does look like the trend in our job market will continue to put downward pressure on unemployment and provide for reasonable growth in the labor force growth.” He goes on to comment on recent commodity prices, noting “the declining dollar has pushed a lot of commodity prices very high […] but it’s too early to tell whether these trends will continue.”
| The Canton Repository | 4/24/2011 |
Saimi Bergmann of The Canton Repository highlights the financial expertise of Mike McGervey, president of McGervey Wealth Management. McGervey outlines advice for parents on educating their children about their finances. He emphasizes the importance of instilling money habits early on in a child’s life, noting financial skills will benefit them in the future. McGervey recommends that children learn the value of money firsthand by working, and he explains, “They begin to develop an appreciation of what it takes, how hard it is to earn money, and get a further appreciation for how easy it is to spend through their earnings.”
| Investment News | 3/24/2011 |
Mike McGervey, president of McGervey Wealth Management, discusses pending tax reform with InvestmentNews reporter Mark Schoeff, Jr. McGervey emphasizes that short-term tax laws contribute to heightened uncertainty, and as a result, present many financial planning challenges for investors. He goes on to discuss proposals aimed at increasing tax rates in the top income brackets and says, “I’m not sure [raising the rates] is fair to people who create jobs.”
| Yahoo! Finance | 2/25/2011 |
Joe Mont for Yahoo! Finance spotlights the investment expertise of McGervey Wealth Management president Mike McGervey. McGervey advises investors on strategic portfolio management when handling cash assets. He outlines various investment situations where cash will be held on both short- and long-term timetables and offers strategies that will provide security and return on investment.
| TheStreet.com | 2/25/2011 |
Mike McGervey, president of McGervey Wealth Management shares his investment insight with TheStreet.com reporter Joe Mont. McGervey addresses a common concern among retirees regarding the longevity of their savings. He outlines short- and long-term strategies investors can incorporate to protect their cash assets and goes on to detail how he helps his clients find security and value through strategic investment moves.
| CNBC.com | 2/25/2011 |
CNBC.com reporter JeeYeon Park highlights McGervey Wealth Management president Mike McGervey’s market expertise. McGervey discusses the current U.S. and global market environment, noting momentum is continuing to build on Wall Street. He goes on to expresses concern regarding geopolitical events which could prompt a slight correction, but says that he anticipates the markets to continue in a positive upswing.
| FOXBusiness.com | 1/17/2011 |
Mike McGervey, president of McGervey Wealth Management, shares his 2011 market outlook with FOXBusiness.com reporter Matt Wisner. McGervey offers his top stock picks for investors hoping to re-enter the markets in the New Year. He identifies First Cash Financial Services among his top picks, noting the company's minimal debt and significant growth in earnings per share.
| FOXBusiness.com | 1/17/2011 |
McGervey Wealth Management president Mike McGervey contributes to Matt Wisner's 2011 investment outlook for FOXBusiness.com. McGervey predicts a strong year for Apple, highlighting the company's already strong earnings data. He notes the company is beginning to see increased competition in its niche tablet market, but says “[Apple] is just beginning to gain traction with the iPad and new Mac App Store.”
| FOXBusiness.com | 11/17/2011 |
FOXBusiness.com's Matt Wisner consults McGervey Wealth Management president Mike McGervey's insight on the top stock picks for 2011. McGervey identifies signs of growth in the oil and natural gas industry. He recommends investors look to Concho Resources as a potential stock pick, emphasizing increasing energy demand is prompting significant long-term growth for the company.
| International Business Times | 1/4/2011 |
Palash R. Ghosh of the International Business Times features the financial expertise of Mike McGervey, president of McGervey Wealth Management. McGervey joins the discussion of Apple and the company’s decision to not pay its investors dividends. McGervey comments on the effect this might have on investors, noting how dividend-paying companies do not necessarily attract investors. He explains, “Investors would much rather have the company reinvest its money back into own operations.”
| The Canton Repository | 12/26/2010 |
The Canton Repository spotlights the personal finance expertise of McGervey Wealth Management president Mike McGervey. McGervey discusses strategies for individuals to incorporate financially-driven resolutions into the New Year. He emphasizes the benefit of working with an advisor to manage money efficiently, explaining, “With the help of a professional, they can consider the compounding effect, investment management, retirement planning — how all those elements can work in concert. The situation may not be as bad as they think.”
| CNBC.com | 12/14/2010 |
CNBC.com reporter JeeYeon Park highlights the market expertise of McGervey Wealth Management president Mike McGervey. McGervey reacts to the stronger-than-expected US retail sales report and shares his thoughts on the current market environment. He outlines his portfolio allocation for the current market and goes on to highlight his market expectations for the end of the year.
| MSN Money | 11/25/2010 |
MSN Money’s Michael Brush consults McGervey Wealth Management president Mike McGervey’s insight on companies that have grown despite the down market. McGervey discusses Netflix which remains ahead of the curve in its industry. He explains that the company’s ability to be on the leading edge of industry changes allows it to continue to attract new customers and maintain earnings momentum and sales and profit growth.
| Morningstar | 11/24/2010 |
McGervey Wealth Management president Mike McGervey comments on value stocks for Morningstar readers. Reporter Robert Holmes consults McGervey’s investment strategy when adding inexpensive stocks to a portfolio. He outlines the characteristics he seeks in potential investments and notes, “We are traditionally seeking securities that have demonstrated strong earnings and sales growth, are amongst strong industry groups, and are also leading their industries in price performance.”
| TheStreet.com | 11/24/2010 |
Mike McGervey, McGervey Wealth Management president, contributes to TheStreet.com reporter Robert Holmes’ market coverage. McGervey comments on companies lowering their stock prices on Black Friday to attract new investors. He cautions investors against purchasing a cheap stock that won’t rise in the future. “It’s important that you get what you pay for […] A stock at a great value may not provide significant price appreciation,” he explains.
| CNBC.com | 11/23/2010 |
CNBC.com reporter Lee Brodie features McGervey Wealth Management president Mike McGervey’s market commentary. McGervey addresses concerns that natural resource trade is dropping off as a result of violence in North and South Korea and worries of sustaining demand in Asian countries. He discusses diminished natural resources trading in light of commodities, and says, “Since China obviously uses a lot of resources, if their growth is tempered it will have a negative impact on demand for commodities and materials.”
| CNBC.com | 11/19/2010 |
McGervey Wealth Management president Mike McGervey shares his market insight with CNBC.com readers. Reporter Lee Brodie cites McGervey’s thoughts on commodities in the current market. McGervey notes commodities are experiencing “increased pressure” resulting from the Chinese government tightening policy to manage interest rates. McGervey notes that such pressure on the sector will “dampen [its] ability to grow.”
| Reuters | 11/19/2010 |
Mike McGervey, president of McGervey Wealth Management, comments on the markets for Reuters reporter Ryan Vlastelica. McGervey reacts to news of China raising bank reserve requirements to combat inflation. He discusses the news’ impact on commodities and says, “Commodities are seeing some increased pressure on China’s news because any attempt to tighten their policy is going to dampen their ability to grow.”
| TheStreet.com | 11/13/2010 |
McGervey Wealth Management president Mike McGervey contributes to TheStreet.com reporter Melinda Peer’s market commentary report. He discusses global economic concerns overshadowing promising U.S. economic data, citing better-than-expected consumer sentiment data in November. Regarding global concerns, he says, “Currency wars are likely to continue and the sovereign debt issues that were on the back burner for a while have come back—and anytime they’ve come back, they’ve reared their ugly heads. They’ve had an impact here despite favorable news on our side.”
| AOL Real Estate | 11/5/2010 |
Megan Mollmann of AOL Real Estate consults Mike McGervey, president of McGervey Wealth Management, in her coverage of the FICO 8 credit score. McGervey comments on the eighth generation credit rating’s impact on consumers. He says “[The FICO 8 Score] will have little impact on the credit worthy consumer, but it will be a heightened source of awareness for borrowers who are less credit worthy.” He goes on to offer consumers advice on maintaining a good credit score.
| BusinessWeek | 11/1/2010 |
Mike McGervey, president of McGervey Wealth Management, provides his market insight for Bloomberg BusinessWeek readers. He discusses economic indicators with reporter Stephen Bernard, citing accelerated growth in Chinese manufacturing data and steadiness in U.S. manufacturing numbers coming out of the recovery. Both sets of data boosted U.S. markets, and McGervey explains, “China and their good figures got us off to a pretty good start, and [Institute of Supply Management data] kept the momentum going.”
| USA Today | 11/1/2010 |
USA Today cites McGervey Wealth Management president Mike McGervey's economic expertise in Stephen Bernard's market coverage. He notes the correlation between a recent U.S. market boost and success in U.S. and international manufacturing sectors and says, “China and their good figures got us off to a pretty good start.” He continues by mentioning a consistency in U.S. manufacturing data, explaining that it “kept the momentum going” spurred by Chinese data.
| Los Angeles Times | 11/1/2010 |
McGervey Wealth Management president Mike McGervey discusses economic indicators with Stephen Bernard for Los Angeles Times readers. McGervey comments on October's manufacturing data that exceeded economists' estimates and sent shares of domestic manufacturing companies higher. According to McGervey, the manufacturing data “kept the momentum going,” following reports of accelerated growth in the Chinese manufacturing sector.
| ABC News | 11/1/2010 |
Stephen Bernard for ABC News consults McGervey Wealth Management president Mike McGervey's market insight. McGervey discusses U.S. manufacturing data which is continuing its constant performance as the economy emerges from the recession. He also mentions corresponding acceleration in Chinese manufacturing and equipment orders which sent U.S. stocks higher. He says, “China and their good figures got us off to a pretty good start.”
| MSN Money | 11/1/2010 |
In MSN Money's market coverage, McGervey Wealth Management president Mike McGervey comments for reporter Stephen Bernard. McGervey mentions Chinese manufacturing growth which continues to flourish and positively impact U.S. markets. He goes on to note steadiness in the domestic manufacturing sector that has continued through the economic recovery, thus maintaining the momentum established by Chinese data.
| DailyFinance | 11/1/2010 |
Mike McGervey, president of McGervey Wealth Management, comments on consistency exhibited by the U.S. manufacturing sector as it emerges from the economic recovery. He notes the sector's most recent data has “kept the momentum going,” following a boost the previous day resulting from accelerated growth in China's manufacturing and equipment orders.
| CNBC.com | 11/1/2010 |
CNBC.com showcases the financial expertise of Mike McGervey, president of McGervey Wealth Management, for reporter Stephen Bernard's market commentary. McGervey references China's accelerated manufacturing growth and corresponding increase in equipment orders, saying, “China and their good figures got us off to a pretty nice start.” He goes on to note October U.S. manufacturing data “kept the momentum going” in an already consistent sector.
| Forbes | 11/1/2010 |
Reporter Stephen Bernard consults McGervey Wealth Management president Mike McGervey's market insight for Forbes readers. McGervey discusses October's manufacturing data which exceeded economists' estimates and continued a promising upswing in the U.S. markets, which were already heightened by growth in Chinese manufacture orders the previous day. McGervey says, “[Institute of Supply Management data] kept the moment going.”
| Kiplinger | 11/1/2010 |
Kiplinger cites the market expertise of McGervey Wealth Management president Mike McGervey for a market commentary report. McGervey discusses economic data with reporter Stephen Bernard, highlighting the U.S. market's positive reaction to news that Chinese manufacturing and equipment orders were increasing. The news from China boosted U.S. markets, which, McGervey says, was complimented by consistent strength in domestic manufacturing data.
| Associated Press | 11/1/2010 |
Mike McGervey, president of McGervey Wealth Management, contributes to an Associated Press market commentary report. Reporter Stephen Bernard seeks McGervey's reaction to promising U.S. manufacturing data from the Institute of Supply Management, which arrives on the heels of continued manufacturing growth and increased equipment orders in China. He says, “China and their good figures got us off to a pretty nice start. ISM kept the momentum going.”
| InvestmentNews | 10/29/2010 |
McGervey Wealth Management president Mike McGervey discusses financial reform with InvestmentNews reporter Lisa Shidler. McGervey comments on legislative amendments directed toward Registered Investment Advisors, which are slated to shift thousands of advisors to state jurisdiction from SEC oversight. McGervey notes his eagerness to file the new registration ahead of July 2011 deadline and says, “We want to be in the system months before the deadline approaches.”
| Investment News | 10/18/2010 |
McGervey Wealth Management president Mike McGervey contributes to InvestmentNews reporter Mark Schoeff's coverage of an impending dues increase for Certified Financial Planners. McGervey supports the increase, which would fund a public-awareness campaign of the financial planning profession. He identifies consumer confusion of the industry and notes the added dues cost is “almost irrelevant,” since “most players in the business today spend much, much more than that in their business development efforts.”
| International Business Times | 10/7/2010 |
International Business Times reporter Palash R. Ghosh seeks McGervey Wealth Management president Mike McGervey's insight on the G-20 summit. McGervey emphasizes his optimistic outlook for the meeting's outcome, and says, “I think these countries are genuinely interested in bringing about a global economic balance.” He goes on to propose avenues summit leaders could take to encourage sustainable economic growth.
| Pittsburgh Post-Gazette | 9/8/2010 |
The Pittsburgh Post-Gazette cites McGervey Wealth Management president, Mike McGervey, in Stephen Bernard’s article. McGervey comments on factors that have kept the market trading within a range for the past several weeks. He says, “There seems to be a fixation on the latest news and data,” which likely forces trading into a range. McGervey also discusses mixed economic news and its impact on trading pace.
| Dayton Daily News | 9/8/2010 |
Reporter Stephen Bernard consults expertise from Mike McGervey, president of McGervey Wealth Management, on volatile trading patterns in recent weeks for Dayton Daily News. McGervey cites mixed economic news and data as the primary contributor to choppy trading. He emphasizes investors’ “fixation” on current events as indicators to market strength and trading patterns.
| Washington Post | 9/8/2010 |
Washington Post readers learn McGervey Wealth Management president Mike McGervey’s perspective on recent market volatility in a Stephen Bernard article. “There seems to be a fixation on the latest news and events,” McGervey says, explaining market swings and highlighting the continued issue of investor uncertainty. Adding to such uncertainty, McGervey notes, is concern with the European debt crisis.
| New York Times | 9/8/2010 |
Mike McGervey, president of McGervey Wealth Management, offers his market commentary for New York Times readers. Reporter Stephen Bernard cites McGervey’s comments on market volatility and attributes recent market swings to investor sensitivity to the latest news and data. He pinpoints mixed economic data and European debt concerns as influencing factors in uncertainty.
| ABC News | 9/8/2010 |
ABC News readers hear McGervey Wealth Management president Mike McGervey’s reaction to market swings resulting from mixed economic data and investor uncertainty regarding Europe’s debt crisis in Stephen Bernard’s article. McGervey emphasizes the increased likelihood of volatility as investors closely watch news and data; however, he notes the market has been trading in a range.
| Los Angeles Times | 9/8/2010 |
Reporter Stephen Bernard shares McGervey Wealth Management president Mike McGervey’s thoughts on the current market environment with Los Angeles Times readers. McGervey discusses the market’s two-day volatility and attributes the swings to investor fears over Europe’s debt crisis. He emphasizes U.S. investors’ sensitivity to news and data in dictating their overall perception of the economy.
| CNBC.com | 9/8/2010 |
Mike McGervey, president of McGervey Wealth Management, comments on trading patterns and investor outlook on Wall Street for CNBC.com readers. Reporter Stephen Bernard cites his market perspective as McGervey mentions mixed market data contribution to market swings. McGervey notes trading remains within a range, and indentifies investors’ “fixation on the latest news and data” as the likely catalyst for market movement.
| MSN Money | 9/8/2010 |
Reporter Stephen Bernard seeks McGervey Wealth Management president Mike McGervey’s thoughts on domestic market swings, resulting from investor worries over Europe’s debt crisis. McGervey emphasizes investor sensitivity to news events for MSN Money readers, but notes mixed economic data has prompted trading to remain in a range throughout recent months.
| Kiplinger | 9/8/2010 |
Kiplinger features McGervey Wealth Management president Mike McGervey’s short-term market outlook in Stephen Bernard’s article. Identifying the European debt crisis’ influence on U.S. markets, he says: “there seems to be a fixation on the latest news and data.” McGervey supports his point by discussing the summer’s mixed economic data reports and how it has kept trading within the range.
| BusinessWeek | 9/8/2010 |
Stephen Bernard showcases McGervey Wealth Management president Mike McGervey’s reaction to market swings and investor concerns over the European debt situation in BusinessWeek. McGervey explains the market swings by observing, “There seems to be a fixation on the latest news and data.” He comments on mixed economic data forcing volatility, and notes trading has remained within the range.
| Forbes | 9/8/2010 |
Forbes consults the expertise of Mike McGervey, president of McGervey Wealth Management, on recent market volatility and short-term market trends. He identifies trading patterns from the summer months and emphasizes that “the latest news and data” has been dictating the market’s direction. Still, he notes, mixed economic data has kept the market in a trading range for the past several weeks.
| Associated Press | 9/8/2010 |
McGervey Wealth Management president Mike McGervey offers his market commentary and reacts to new developments in the European debt crisis for Associated Press reporter Stephen Bernard. McGervey mentions the extreme market swings within the previous two-day period and notes its alignment with current market patterns. He cites investors’ “fixation on the latest news and data” as a primary contributor to volatility.
| Fidelity | 9/8/2010 |
Mike McGervey, president of McGervey Wealth Management, talks with reporter Philip van Doorn about the banking sector in an article appearing on Fidelity.com. McGervey discusses new banking reform and its impending influence on the industry. Regarding the legislation, McGervey says, “[it] reduces the ability of investment banks and banks to make a profit.” He goes on to mention an Indian bank with promising long-term earnings potential.
| TheStreet.com | 8/27/2010 |
McGervey Wealth Management president Mike McGervey shares his thoughts on the market’s changing perception of bank stocks with TheStreet.com’s Philip van Doorn. McGervey discusses domestic bank stocks from a short-term perspective. He notes the US banking sector is not yet attractive, mentioning “it is unclear how the housing market will play out.”
| Reuters | 8/13/2010 |
Mike McGervey, president of McGervey Wealth Management, shares his reaction to increases in retail sales figures and consumer price index. He provides Reuters readers with his short term market outlook and comments, “I think the CPI increase will improve investor sentiment and will be good for equity markets.” However, McGervey cautions he does not predict consumer spending will drastically increase as a result of the still heightened unemployment numbers.
| International Business Times | 7/15/10 |
Mike McGervey, president of McGervey Wealth Management, shares his opinion on Kohlberg Kravis Roberts & Company's disappointing market debut with International Business Times readers. McGervey understands investors’ hesitation, noting he would not invest in KKR because it has yet to prove itself as a reliable company with steady price appreciation. McGervey's response reflects his firm's mission to grow and preserve wealth based on the current market environment, rather than speculation, to ensure the financial security.
| Reuters | 7/15/10 |
Reuters’ consults the expertise of Mike McGervey, president of McGervey Wealth Management, on Kohlberg Kravis Roberts & Company’s initial public offering. McGervey weighs in on KKR’s disappointing 3% slip in shares, applying his own capital preservation model to critique the stock. "We seek fundamentally strong companies demonstrating a current history of price appreciation. Investing in KKR would involve high levels of speculation," says McGervey.
| Yahoo! Finance | 7/15/10 |
Mike McGervey, president of McGervey Wealth Management, highlights the importance of historically strong stocks for Yahoo! Finance readers. McGervey notes that “fundamentally strong companies” that exhibit “a current history of price appreciation” are favorable and emphasizes that buying into companies such as KKR involves high levels of speculation.
| Portfolio.com | 7/15/10 |
President of McGervey Wealth Management, Mike McGervey, is quoted in a Portfolio.com article regarding the disappointing outcome of Kohlberg Kravis Roberts & Company’s initial public offering. McGervey offers his reaction to the 3% slip, which signals nervousness among investors, and outlines the risk associated with buying into a newer stock.
| CNBC.com | 7/15/10 |
Mike McGervey, president of McGervey Wealth Management, shares his thoughts on Kohlberg Kravis Roberts & Co.’s disappointing market debut with CNBC.com readers.
McGervey speaks about the risks of investing in a company before knowing how they will perform in the market. “Investing in KKR would involve high levels of speculation,” he says. McGervey advises investors to adopt an offensive approach by choosing companies who are already performing well in the market.
| MSN Money | 7/15/10 |
With MSN Money, following the disappointing stock debut of Kohlberg Kravis Roberts & Company, Mike McGervey, president of McGervey Wealth Management, offers several reasons why he, and other investors, shied away from investing in the private equity firm. From McGervey’s perspective, the stock did not meet the criteria of his offensive investment approach. McGervey says his firm looks for “fundamentally strong companies demonstrating a current history of price appreciation” when seeking to grow and protect his clients’ wealth.
| Reuters | 6/22/10 |
Mike McGervey, president of McGervey Wealth Management, provides commentary
on housing sales in a Reuters article titled “Existing home sales down in May.”
McGervey notes the financial struggles many homeowners are experiencing in
paying their mortgages and how these difficulties are impacting the market. "We
have to consider there is a lot of inventory that's out there, such as bank
inventories, shadow inventories, and a lot of foreclosures. If the banks begin
to release this even modestly, that could increase the number of homeowners
underwater to about 35 percent," McGervey explains.
| CNBC.com | 6/22/10 |
CNBC.com cites the insights of Mike McGervey, president of McGervey Wealth
Management, from a Reuters article in which he speaks about the current issues
facing the housing market. "We have an excess supply of inventories with no end
in sight anytime soon. The market is saturated. Today, more than 25 percent of
homeowners are currently underwater with their mortgages,” McGervey says. He
provides a cautiously optimistic outlook under the provision that banks begin to
make adjustments to fit the needs of homeowners.
| CNBC.com | 6/16/10 |
Following his appearance on CNBC, the on-air comments of Mike McGervey,
president of McGervey Wealth Management, are highlighted on the “Analyst Watch”
blog on CNBC.com. McGervey offers his reaction to the drop in housing starts,
saying that homebuilders are being cautious. He recommends that investors take
care until builders themselves become more confident in the homebuilder market.
| BusinessWeek | 6/4/2010 |
BusinessWeek’s “Today’s Tip” column consults the expertise of Mike McGervey,
president of McGervey Wealth Management, on tax planning considerations for
businesses. McGervey advises business owners on how to save money by reducing
tax liability, deferring taxable income, and choosing the best business entity
type. “Depending on your age and the number of employees in your business,
there are varying degrees of tax-saving opportunities associated with deferring
taxable income to pretax defined-contribution plans, such as a 401(k), McGervey
advises.
| International Business Times | 6/3/2010 |
The expertise of Mike McGervey, president of McGervey Wealth Management, is featured by Palash R. Ghosh of the International Business Times in his article on the on-going G-20 meeting's agenda. McGervey offers insight on Europe's influence on other countries' economies. He notes European influence can be measured by non-Euro markets' responses to changes within the EuroZone and offers predictions on the global market in the wake of Europe's economic state.
| BusinessWeek | 6/3/2010 |
BusinessWeek features the small business expertise of founder and president of McGervey Wealth Management, Mike McGervey, in its “Today's Tip” section. McGervey stresses the importance of building wealth outside one's business. Given uncertain economic conditions, market volatility, as well as potential personal issues, McGervey explains that the soundest of companies can be damaged. “Building your personal balance sheet is germane to minimizing the risks posed by uncertainty and providing the resources to enable you to be financially independent, either prior to your company's sale or after a well-planned transition and sale,” he says.
| BusinessWeek | 6/2/2010 |
Mike McGervey, president of McGervey Wealth Management, contributes retirement planning advice for small business owners in BusinessWeek's Today's Tip column. McGervey explains that many business owners do not know the true value of their business, nor do they adequately gauge the complete cost of financial independence for their retirement years. “ Business owners should survey the current, true value of their businesses, as well as learn about the factors that influence value,” he advises.
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Jeff Cox of CNBC.com calls upon Mike McGervey, president of McGervey Wealth Management, to offer advice to investors. McGervey encourages investors to abide by models that emphasize raising cash. “We're starting to play defense. That strategy has served us well in terms of minimizing losses—especially during times of economic crisis,” he explains.
| Chicago Tribune | 4/21/2010 |
McGervey Wealth Management’s president,
Mike McGervey, offers his optimistic breakdown of profit earnings in
an article by Stephen Bernard and Tim Paradis for the Chicago
Tribune. McGervey thinks companies are doing well and have proven
that they can, “survive and be profitable literally almost in any
environment.” McGervey supports his idea with the recent profit
reports which have shown “tremendous earnings,” despite the economic
climate.
| San Francisco Chronicle | 4/21/2010 |
Mike McGervey, president of McGervey
Wealth Management, shares his positive outlook on the markets with
Stephen Bernard and Tim Paradis for the San Francisco Chronicle.
McGervey believes the latest profit reports indicate that stocks
will keep climbing. "Companies today really have demonstrated a will
to survive and be profitable literally almost in any environment," says McGervey.
| The Boston Globe | 4/21/2010 |
Mike McGervey, president of McGervey
Wealth Management, reflects on profit reports in an article by
Stephen Bernard and Tim Paradis for the Boston Globe. Companies such
as Apple and IBM’s profits improved, which McGervey describes as
“tremendous earnings.” McGervey has faith in future market
performance. "Companies today really have demonstrated a will to
survive and be profitable literally almost in any environment," says
McGervey.
|
Stephen Bernard and Tim Paradis for The
New York Times highlight the market insights of Mike McGervey,
president of McGervey Wealth Management. Despite the non-sturdy
economy, McGervey remains optimistic and refers to earnings reports
to gauge what the future holds. "Companies today really have
demonstrated a will to survive and be profitable literally almost in
any environment," says McGervey.
| The Washington Post | 4/21/2010 |
Mike McGervey, president of McGervey
Wealth Management, offers his positive outlook on the markets to
Stephen Bernard and Tim Paradis for the Washington Post. McGervey
anticipates stocks will continue their climb despite the
uncertainties of the economy. "Companies today really have
demonstrated a will to survive and be profitable literally almost in
any environment," says McGervey.
| Los Angeles Times | 4/21/2010 |
Los Angeles Times feature the market
commentary of Mike McGervey, president of McGervey Wealth
Management. After the high performance of technology companies such
as Apple and IBM, McGervey argues that this trend will continue
despite economic uncertainties. McGervey believes companies are
prepared for what is in store and “have demonstrated a will to
survive and be profitable literally almost in any environment.”
| Yahoo! Finance | 4/21/2010 |
Stephen Bernard and Tim Paradis for
Yahoo! Finance showcase the insights of McGervey Wealth Management
president, Mike McGervey. The profits of companies such as Apple and
IBM have improved, and McGervey offers an optimistic outlook. "Companies today really have demonstrated a will to survive and be
profitable literally almost in any environment," says McGervey.
| CNBC.com | 4/21/2010 |
CNBC.com calls on Mike McGervey, president of McGervey Wealth Management, in an article by Stephen Bernard and Tim Paradis. McGervey argues that companies are doing well and have proven that they can, “survive and be profitable literally almost in any environment.” McGervey supports his idea, citing recent profit reports that have shown “tremendous earnings,” despite an unstable economic climate.
| Forbes.com | 4/21/2010 |
McGervey Wealth Management’s president,
Mike McGervey, offers his bullish market outlook to Stephen Bernard
and Tim Paradis in an article for Forbes.com. McGervey says: “We
have seen tremendous earnings,” and points to recent profit reports
as an indication that the trend will continue.
| BusinessWeek | 4/21/2010 |
Mike McGervey, president of McGervey Wealth Management, shares his positive outlook for the markets with Stephen Bernard and Tim Paradis for BusinessWeek. McGervey believes the latest profit reports indicate that stocks will keep climbing. "Companies today really have demonstrated a will to survive and be profitable literally almost in any environment," says McGervey.
| Associated Press | 4/21/2010 |
Stephen Bernard and Tim Paradis of the
Associated Press highlight the market insights of Mike McGervey,
president of McGervey Wealth Management. McGervey says: “we have
seen tremendous earnings.” Given these recent reports, McGervey
argues that we will see a continued positive trend and stocks will
continue to climb.
| Bankrate.com | 4/21/2010 |
Paul Bomberger of Bankrate.com features
the wealth management expertise of Mike McGervey, president of
McGervey Wealth Management in an article about choosing the right
bank for your checking account needs. McGervey suggests choosing a
bank that has partnerships with retailers and gas stations to
increase your chances of no-fee withdrawals. “Little things like
that can go a long way, whether you have much money or not,” says
McGervey.
| Yahoo Finance | 4/21/2010 |
Mike McGervey, president of McGervey
Wealth Management, offers advice on choosing a good bank for a
checking account in Paul Bomberger’s article for Yahoo! Finance.
McGervey advises selecting banks that have partnerships with
retailers and gas stations. These amenities increase your chances of
no-fee withdrawals as, “Little things like that can go a long way,
whether you have much money or not,” explains McGervey.
