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Tag: Financial Advisor

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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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,…

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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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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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