Wealth CAPS
  • Home
  • Services
  • Seminars & Announcements
  • Resources
  • Contact Us

Tag: advisor

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…

Read More

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,…

Read More

Can The S&P 500 Predict Economic Cycles?

May 16, 2016Thought of the Weekadvisor, finance, financial advice, Financial Advisor, financial planner, Investing, investments, job market, mississippi, ocean springs, Retirement, Retirement planningJana Franco

  Stock Indices Arguably the most famous of all stock indices is the S&P 500, which tracks a selection of large-cap stocks listed on U.S. exchanges across eleven sectors. The index is “market-cap weighted,” meaning larger companies constitute a higher proportion of the index than smaller ones. For example, Apple is the largest publicly-traded company,…

Read More

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.    …

Read More

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…

Read More

What Can We Gain From All This Pain?

February 1, 2016Thought of the Weekadvisor, economy, finance, financial advice, financial planner, interest rates, Investing, Investor, job market, mississippi, ocean springs, reitirement planner, Retirement, Strategist, Thought of the Week, Wealth CAPSJana Franco

A Rough Start to 2016 The first three weeks of the New Year delivered investors an 11% draw-down in the S&P 500, and many are justifiably concerned that stocks could continue to fall even further. Draw-downs often strain the emotions of long-term investors because the fluctuations in equity prices tends to amplify loss aversion. As…

Read More

“May You Live in Interesting Times”

January 22, 2016Thought of the Weekadvisor, economy, finance, financial advice, financial planner, interest rates, Investing, Investor, reitirement planner, Retirement, Stock Market, Strategist, Thought of the Week, Wealth CAPSJustin Struble

Interesting Times Indeed The title is reputed to be a legendary Chinese curse, and it is often used in English-speaking countries during times of disorder and despair. Despite the intended irony of using a Chinese proverb during a period when China is to blame for much investor angst, it’s safe to say that everyday investors…

Read More

FANG

January 19, 2016Blogadvisor, FANG, Investing, Investor, Stock Market, Wealth CAPSJustin Struble

What is the FANG? You may have seen this acronym floating around over the past 6 months. It stands for Facebook, Amazon, Netflix, & Google. These 4 companies had a great 2015 for their shareholders. Each of them has a niche that they dominate and in 2015 they were all rewarded heavily for their positions….

Read More

Remaining At Rest In A Room

January 8, 2016Thought of the Weekadvisor, economy, finance, financial advice, financial planner, mississippi, ocean springs, reitirement planner, Retirement, Strategist, Thought of the Week, Wealth CAPSJana Franco

Ouch The idea behind proper diversification is that when one market struggles, the other(s) step in and offer support. Several conservative investors who closely watched their portfolios in 2015 are now questioning this strategy for very good reason. There was nowhere to run last year, and any return that came close to what would be…

Read More

It’s Important to Stay Patient

December 14, 2015Thought of the Weekadvisor, finance, financial advice, financial planner, interest rates, mississippi, reitirement planner, Strategist, Thought of the WeekJana Franco

Low Returns Lately As we wind down yet another dramatic year in financial markets, conservative investors are becoming increasingly frustrated. This cohort has been told to be patient, but attractive returns continue to elude them time and time again. Instead, they realize annual returns that barely break even after fees and inflation are subtracted. The…

Read More

Posts navigation

1 2 … 6 >

Archives

  • July 2018
  • June 2018
  • May 2018
  • April 2018
  • March 2018
  • February 2018
  • January 2018
  • December 2017
  • November 2017
  • October 2017
  • September 2017
  • August 2017
  • July 2017
  • June 2017
  • May 2017
  • March 2017
  • December 2016
  • May 2016
  • April 2016
  • March 2016
  • February 2016
  • January 2016
  • December 2015
  • November 2015
  • October 2015
  • September 2015
  • August 2015
  • July 2015
  • June 2015
  • May 2015
  • April 2015
  • March 2015
  • February 2015
  • January 2015
  • December 2014
  • November 2014
  • September 2014
  • August 2014
  • July 2014
  • June 2014
  • May 2014
  • January 2012

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.

Copyright © 2020 by Wealth CAPS, Inc.