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Financial Planning Rules For Millennials

Author: William Bevins No Comments

Financial Planning Rules For Millennials William Bevins is a Certified Financial Planner in the metro Nashville, TN area offering retirement planning and investment advice. He serves clients as a fiduciary financial advisor putting their interests first when offering investment and financial planning for millennials.  Millennials are quite possibly the most underserved group within the US when it comes […]

Municipal Bonds: Recent Weakness Leads to Investing Opportunity

Author: William Bevins No Comments

Municipal Bonds: Investing Opportunity After Recent Weakness 2022 has been a year of adjustments. Reassessing risk and rebalancing asset allocation have been top of mind for investors for many months now. Most asset classes have fallen in value due mainly to inflation risks, elevated interest rates, and higher commodity prices. One market that has corrected more rapidly […]

Municipal Bonds Opportunity

Author: William Bevins No Comments

Municipal Bonds: Investing Opportunity After Recent Weakness 2022 has been a year of adjustments. Reassessing risk and rebalancing asset allocation have been top of mind for investors for many months now. Most asset classes have fallen in value due mainly to inflation risks, elevated interest rates, and higher commodity prices. One market that has corrected more […]

What is a Fiduciary Financial Advisor and Why Are They Important?

Author: William Bevins No Comments

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? How is that different from what you can expect from any other financial planner? Well, it’s different because acting […]

How to Create an Investment Portfolio for the Long Run

Author: William Bevins No Comments

https://williambevins.com/blog/ Investing in different assets is one of the best ways to improve your long-term financial stability. It allows you to build equity over time and diversify your investment portfolio for the best return. However, when it comes to building a portfolio, many people aren’t sure where to start or how to view individual assets […]

What is ESG investing?

Author: William Bevins No Comments

https://williambevins.com/blog/ 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. As people begin to make […]

What is ESG investing?

Author: William Bevins No Comments

https://williambevins.com/blog/ 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. As people begin to make […]

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