• Skip to primary navigation
  • Skip to main content

BSG Advisers

Investments. Insurance. Insight.

  • Home
  • Services
  • Our Team
  • Events
  • Shop Talk
  • Get in Touch
  • Show Search
Hide Search

Shop Talk

Here, you'll find a little about what we're thinking.

Justin has a YouTube channel with vlog posts (The Fixer) and interviews with business owners.  He also posts a monthly letter called "The Struble Wave". Laird irregularly posts "Random Missives" which you can subscribe to HERE.  Bobby keeps promising a podcast rant but we haven't heard it yet.  Stay tuned.  You can also reach out to us for info or to subscribe to our content by clicking HERE.

Happy reading.

 

Hiring An Adviser

Justin Struble · Jun 25, 2021 ·

3 mistakes people make when hiring an adviser.

How Do You Determine If The Market Is Overvalued and Time To Sell?

Justin Struble · Jun 14, 2021 ·

Sell in May and go away?

Laird Hepburn · Jun 2, 2021 ·

Layout 017
Layout 017

There is no shortage of investing strategies but successful ones generally follow some common principles laid out by Benjamin Graham (with my paraphrase and comments): 

  • Always invest with a margin of safety by finding good companies trading at a fair price or better.
  • Expect volatility and profit from it being cautious when the market is irrationally exuberant and dollar-cost averaging your purchases.
  • Know what kind of investor you are – are you a long-term investor or a trader? Both make money but in very different ways.

Of course, you could always hire a professional to either help you or take on the investing task for you.  Your money, your choice.

Layout 017

The Fixer Interview Series – Ken Updegrave – Reverse Mortgages & Home Equity

Justin Struble · May 21, 2021 ·

Ken has worked with Reverse Mortgages for over a decade and specializes in helping senior/retirees utilize home equity for income or strategic wealth strategies. He discusses the different types of Reverse Mortgages and the qualifications to apply.

The Fixer Interview Series – Jessica Scott – Brown Advisory – Generational Wealth

Justin Struble · May 13, 2021 ·

Interview of Jessica Scott of Brown Advisory on Generational Wealth and how she and Brown work with their clients. It was great to chat with Jessica and share her story and some of the unique challenges and goals she faces with her Financial Planning clients at Brown.

« Previous Page
Next Page »


    Business-owner Strategies Group, LLC is a North Carolina Registered Investment Adviser d/b/a BSG Advisers.

BSG Advisers offers clients financial planning, investment advice and insurance. BSG Advisers does not provide tax or legal services.

Copyright © 2023 Business-owner Strategies Group, LLC