Aaron Nelson Discusses Investing and Money Management for MoneyGeek

Written on July 28, 2021

Waverly Advisor’s Aaron Nelson, a Client Consultant of the Firm’s Homewood office, was recently featured in MoneyGeek’s How to Start Saving and Investing. How to Start Saving and Investing is a guide that helps people in all stages of life plan for their retirement or a rainy day and discusses the importance of saving and investing in becoming secure in their finances.

In the article, Aaron discusses how much beginners should invest in stocks and bonds, the best time to increase those investments, how to choose the best stocks and bonds to invest in, advice he’d give to people who are living paycheck to paycheck who want to invest and how investors can use investment apps and financial advisors to their advantage.

When it comes to beginners investing in stocks and bonds, Aaron says: “The rule of thumb for any investor who wants to retire eventually is to save between 10% and 15% of their gross income. If you can do this as a beginner investor, you will increase the amount you save every time you get a raise in income.”

Aaron Nelson joined Waverly Advisors in 2015 and had served as a Client Consultant for the Firm’s former Emerant Wealth Division. His primary responsibilities include developing client relationships, assisting with clients’ comprehensive financial planning and managing investment portfolios for investors. He has over 20 years of experience as an investment consultant.

Click here to read Aaron Nelson’s insights in How to Start Saving and Investing.


Neither publications in, or acknowledgments by, any type of media, nor any amount of prior experience or success should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Waverly Advisors is engaged, or continues to be engaged, to provide investment advisory services. No such publication should be construed as a current or past endorsement of Waverly Advisors by any of its clients.

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