Select Dividend Portfolio: 5 Star Rating From Morningstar
Professional Spotlight: William Bevins, CTFA at Cypress Capital (Franklin, TN)
One of the best aspects of being a wealth manager is helping people achieve their financial goals. For many people, talking about money or finance is generally a turnoff. I get that. Some elements are confusing. It’s not like accounting or investment courses were a requirement while we were in school. I know that a conversation about how money, investments, or retirement plans work can put some to sleep.