5 Strategies for Millennials to Create Long-Lasting Wealth

For some millennial investors, managing finances can be stressful, but with the correct strategy you can still grow wealth for the long term.

Cypress Dividend Report 2022

Select Dividend receives Morningstar's 5-Star Rating 2022.

Select Dividend Portfolio: 5 Star Rating From Morningstar


Financial advisor vs financial planner: What’s the difference?

All licensed professionals are in fact advisors, but not all advisors are indeed financial planners.


401(k) Rollover Options When Changing Jobs

It’s important to not lose sight of your 401(k) rollover options and your eligibility to move these retirement funds to a rollover IRA.


Financial Planning Rules For Millennials

Millennials are quite possibly the most underserved group within the US when it comes to financial planning and investing for future events.


Changing Jobs: Take your 401k with you.

If you have participated in an employer’s 401k, you may not know what to do with your existing account - a fiduciary can help. 


Municipal Bonds: Investing Opportunity After Recent Weakness

Income from municipal bonds award investors with tax advantages. Investors receive steady income exempt from federal taxation.


Check out the recent Redfin article we were featured in:

A pied à terre is a luxury apartment or condo in a big city that someone uses as their second home. People generally invest in pieds à terre for convenience, proximity to work, to visit a particular city, or as a home away from home. Read on to learn about where you can find pieds à terre and how you can choose one that makes the most sense for you.


What Is a Fiduciary Financial Planner and How They Are Different?

You may have heard that a fiduciary financial planner is required to act in your best interest. But what
does that actually mean for you?


What is ESG Investing?

There are several different options to build your portfolio through investment accounts. The most common options include a combination of stocks, bonds, and mutual funds. However, many of these investments are made based on risk tolerance and level of return, without any thought as to what you’re investing in.

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William Bevins Jr, CFP® CTFA

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Franklin, TN 37064


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