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…
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…
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.