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Month: March 2017

The Wealth Report: Three Rules of Investing

March 31, 2017Uncategorizedadvisor, finance, financial advice, financial planner, Investing, investment, investments, Investor, Planning, Wealth CAPSJustin Struble

Overview There are meticulous stock pickers, rapid-fire day traders and automatic buy-and-holders — representing just a few of the many different types of investors. There are even investing styles associated with various asset classes. For example, value stocks tend to trade at a low price relative to their fundamentals (i.e., dividends, earnings and sales), leaving…

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Some of the Most Common Misunderstandings about Retirement Savings

March 24, 2017Blog401k, advisor, employer, financial advice, financial planner, reitirement planner, Retirement, retirement mistakes, Retirement planning, retirement savings plan, taxes, Wealth CAPSJustin Struble

Having retirement savings is important because it can help people to retire when they want to and when they feel ready to. Retirement is seen as a time to de-stress and do activities that an individual always wanted to do throughout the work years. Building a retirement savings can seem daunting, but with Wealth CAPS,…

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The Millionaire Next Door

March 21, 2017Thought of the WeekBook by Stanley and Danko, How to Become a Millionaire, Millionaire Book, Millionaire Next DoorJustin Struble

In the famous book “The Millionaire Next Door” written by Stanley and Danko in 1996, these two men define and articulate the typical millionaire household in American that is often overlooked. I wanted to summarize many of the points that were made in their book while leaving some out that are specific to wages 20…

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The Wealth Report: Obamacare 2.0 – Minus The Obama

March 17, 2017UncategorizedJustin Struble

Overview We were warned there would be bumps in the road when ACA was implemented, but most people expected those issues to improve with time. Instead, premiums gradually swelled to a crescendo in 2016 with an average increase of 25 percent over the prior year. Almost one-third of all U.S. counties offer only one insurer,…

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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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