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Month: September 2017

Weekly Market Update

September 22, 2017UncategorizedJustin Struble
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DEATH: LIKE OTHER FINANCIAL EVENTS, YOU NEED A PLAN

September 18, 2017UncategorizedJustin Struble

Overview According to a June 2016 survey conducted by U.S. Legal Wills, 63 percent of respondents had no will at all, and only half of those over age 65 had a will that was up to date. Wealthier households were no more likely to have a will, and if they did, it was more likely…

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Weekly Market Update

September 12, 2017UncategorizedJustin Struble

 

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DIVERSIFICATIONS DO’S AND DON’TS

September 2, 2017BlogFinancial Advising, Financial Advisor, financial planner, raleigh financial plannerJustin Struble

Overview Diversification is the tactic of spreading invested money across a range of different holdings in an effort to avoid losses from one poorly performing investment. However, the point is not to invest in a wide range of securities that may not fit your profile just for the sake of dispersing wealth. The point of…

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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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