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Month: April 2016

Workshop: Understanding Your Retirement after Chevron

April 20, 2016Events & AnnouncementsChevron, Investing, job market, mississippi, ocean springs, pascagoula, Planning, questions, Retirement, Retirement planning, WorkshopJana Franco

  Workshop Details:   Location: Chevron Federal Credit Union                             Address:   250 Industrial Rd., Pascagoula, MS 39581 Time:        11:30 AM Date:         May 19th, 2016 We will help answer questions such as: Should I take my pension as a lump sum? How do I protect my assets from Long Term Care Costs? What strategies…

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The Seven-Year Itch

April 15, 2016UncategorizedJana Franco

  About Time For A Recession The picture below depicts the economic cycle from boom to bust, and most developed economies follow this pattern where short-term cyclicality causes growth to speed up and slow down, while the long-term growth trend (the black line) typically rises over time.   A recovery (green arrow) is an extended…

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Current Investors Concerns

April 8, 2016Thought of the Weekadvisor, China, Financial Advisor, House of Cards, Planning, RetirementJana Franco

What’s Concerning Investors These Days Investors have plenty to fret about these days, and the volatile start to the year certainly has not made things better for the psyche of most investors. Although the list of current investor concerns is quite extensive, let’s look at three of the more prevalent issues at the moment: 1.    …

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Workshop: Understanding 9 Common Mistakes Retirees Make

April 6, 2016Events & Announcementsinvestment, investments, mississippi, ocean springs, retirement mistakes, Retirement planning, social security, WorkshopJana Franco

Most people make mistakes when planning their retirement. In this workshop I am going to discuss how to avoid these mistakes that can wreck your retirement, keep you awake at night, and make you dependent on your kids. Choosing to retire is about more than withdrawing money from your retirement savings. You must balance other…

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Protect Yourself From Crooked Financial Advisors

April 4, 2016Uncategorizedadvisor, Financial Advisor, financial planner, Investing, investment, ms, ocean springsJana Franco

    Now that Eduardo Diaz, a former Ocean Springs Financial Advisor, plead guilty to financial crimes against his clients, what can the people of the Mississippi Gulf Coast take away from this? Many people have questions about the industry and the people in it. Who can I trust? What can I do to protect…

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We are an independent financial service firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. Financial planning, investment advice and insurance provided through Business-owner Strategies Group, LLC a North Carolina Registered Investment Adviser and Licensed Insurance Agency d/b/a BSG Advisers. Wealth CAPS does not provide legal or tax services.

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