rebalance investment portfolio

How to Rebalance Your Investment Portfolio

The initial asset allocation of your investment portfolio is crucial for long-term financial success. However, investments are not something that can be left unmaintained for years. Occasionally, the market will change, or your risk level will fluctuate. To make sure your target asset allocation stays consistent, you need to rebalance your investment portfolio.


Self-Employed? Tax Efficient Ways To Begin Saving For Retirement.

Being self-employed brings freedom to build your own business or career path. For many, working for others just isn't an option.


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

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


How to Raise Financially Responsible Children

Becoming a parent is a lot of responsibility. It requires heightened levels of patience, reservation, and commitment. Children are impressionable and what they learn in early years develops behaviors and traits that will carry on into adulthood.


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. 


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.


Retirement Planning for Millennials

Being self-employed brings freedom to build your own business or career path. For many, working for others just isn't an option. Of course, the downside of being the boss is the inherent responsibility to oversee every aspect of your operation seven days a week.


Do Student Loans Influence Your Credit Rating?

Let's delve into the intersection between your student debt and credit score, unraveling the connection that may not be as detrimental as one might imagine.


Can You Have a Roth IRA and a 401(k)?

Many people have a 401(k) plan with their employer at work, but not everyone has a Roth IRA. While they are two different types of investments with unique eligibility requirements, financial guidelines, and tax rules, they aren’t mutually exclusive.


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.

Get In Touch

William Bevins Jr, CFP® CTFA

436 Main Street

Franklin, TN 37064


Copyright © 2021 William Bevins. All rights reserved.