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BSG Advisers

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Apex, NC
BSG Advisers

BSG Advisers is a Registered Investment Adviser providing clients INVESTMENTS, INSURANCE & INSIGHT.

The Business-owner Strategies Group is a local financial planning firm focused on meeting the unique needs of small business owners, successful individuals, professional firms, their families and their employees. We pride ourselves on guiding our clients with Investments, Insurance and the Insights they need to achieve their goals. We offer total financial needs analysis through a network of exper

ienced professionals with expertise in:
Advisory services
Retirement analysis and programs
Estate strategies
Employee benefit and retention services
Business continuation strategies
Trust services

We offer a broad portfolio of individual life, disability income, and long-term care insurance protection, asset accumulation strategies, and financial products and services for high net worth families, businesses, and institutions.

08/31/2026

𝗥𝗠𝗗 𝗥𝗲𝗺𝗶𝗻𝗱𝗲𝗿

As the end of the year approaches, now is the time to make sure your required minimum distributions (RMDs) are on track.

Missing an important deadline or delaying a withdrawal without a plan could lead to unnecessary taxes or IRS penalties. Swipe to learn more.

If you have questions about RMDs or would like guidance on your retirement income strategy, call us today or visit our office in Apex, NC. We're here to help you make informed financial decisions with confidence.

08/24/2026

𝗠𝗶𝗱-𝗬𝗲𝗮𝗿 𝗙𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗥𝗲𝘃𝗶𝗲𝘄

For many high-net-worth (HNW) individuals, financial goals extend beyond short-term market performance. They often include retirement planning, wealth transfer, philanthropy, business succession, and preserving flexibility for future opportunities.

A mid-year financial review provides an opportunity to evaluate whether you remain on track toward the goals that matter most. This may include revisiting priorities such as:

🔹 Retirement readiness.
🔹 Legacy and wealth transfer planning.
🔹 Charitable giving strategies.
🔹 Business succession planning.
🔹 Maintaining financial flexibility for future opportunities.

Small course corrections made now can make a meaningful difference by year-end and beyond.

If you would like to review your progress and ensure your strategy continues to support your long-term goals, contact us to schedule a mid-year financial review.

Learn more: https://www.bsgadvisers.com/financial-advisor-cary-apex

08/17/2026

𝗪𝗵𝗮𝘁 𝗜𝘀 𝗮 𝗞-𝗦𝗵𝗮𝗽𝗲𝗱 𝗘𝗰𝗼𝗻𝗼𝗺𝘆?

The term "K-shaped economy" has been appearing more frequently in financial news lately, leaving many people wondering what it actually means and why it matters to investors. Swipe through for an overview of what a K-shaped economy is and what it could mean for your financial outlook.

While economic conditions will continue to evolve, maintaining a disciplined, long-term approach remains one of the most important principles of investing. If you have questions or would like to review your financial plan, please contact us. We are always here to help.

https://www.bsgadvisers.com/

08/10/2026

𝗔𝘂𝗴𝘂𝘀𝘁 𝟮𝟬𝟮𝟲 𝗙𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗠𝗮𝗿𝗸𝗲𝘁 𝗨𝗽𝗱𝗮𝘁𝗲

July brought mixed signals for investors to sort through, including inflation data, labor market trends, a cautious Federal Reserve, the U.S.-Iran conflict, and high-momentum stocks ceding ground as money shifted into other sectors. Swipe through to learn more.

As always, our team is closely monitoring the market and broader economic environment on your behalf. If you have questions about your portfolio or financial strategy, please reach out. We are here to be a resource for you.

Contact Us: https://www.bsgadvisers.com/contact

08/03/2026

𝗝𝘂𝗹𝘆 𝗙𝗲𝗱𝗲𝗿𝗮𝗹 𝗥𝗲𝘀𝗲𝗿𝘃𝗲 𝗠𝗲𝗲𝘁𝗶𝗻𝗴: 𝗢𝘃𝗲𝗿𝘃𝗶𝗲𝘄

The Federal Reserve (Fed) concluded its July 2026 meeting by holding interest rates steady at 3.50%–3.75%. But what does this mean for everyday Americans? Swipe through to learn more.

Know that we are closely monitoring key economic data and policy shifts. And, as always, if you would like to talk through your current strategy, don’t hesitate to give us a call. We are here as a resource for you.

Learn more about our financial planning services: https://www.bsgadvisers.com/financial-advisor-cary-apex

07/27/2026

Turning 50 this year? This birthday is more than just an exciting milestone. It is a key opportunity for retirement planning.

Starting in the year you turn 50, you may be eligible to make catch-up contributions to certain tax-advantaged retirement accounts, allowing you to contribute above the standard annual limits. Eligible accounts include:

🔹 401(k) and other employer-sponsored retirement plans
🔹 Traditional and Roth IRAs
🔹 SIMPLE IRAs

These additional contributions can make a meaningful difference over time through compounded growth and potential tax advantages.

Starting in 2026, individuals age 50 or older who earned more than $150,000 in Federal Insurance Contributions Act (F**A) wages in the previous calendar year must make catch-up contributions to employer-sponsored plans as Roth (after-tax) contributions.

If you are approaching age 50, now is the time to review your retirement savings strategy and evaluate whether increasing your contributions makes sense for your financial goals.

Contact us to discuss how catch-up contributions can support your long-term retirement plan: https://www.bsgadvisers.com/financial-advisor-cary-apex

07/20/2026

When it comes to investing, age is often seen as the primary driver of asset allocation. While it plays an important role, it is only one piece of a much larger picture. A thoughtful asset allocation strategy should reflect not just your age, but your goals, timeline, and comfort with risk. Swipe to learn more.

If you would like to review your current allocation or discuss your investment strategy, contact us today: https://www.bsgadvisers.com/contact

07/14/2026

A new type of investment account for children, known as a Trump Account (also referred to as a 530A account), officially launched in July. Swipe through for answers to a few key questions and facts.

If you have questions about long-term investing, saving for your children's future, or how different investment strategies fit into your overall financial plan, please don't hesitate to reach out. We are happy to help.

Contact us: https://www.bsgadvisers.com/contact

07/06/2026

𝗝𝘂𝗻𝗲 𝗠𝗮𝗿𝗸𝗲𝘁 𝗥𝗲𝗰𝗮𝗽

June delivered a mixed picture for investors. Growth remained more resilient than expected, the labor market cooled without cracking, inflation stayed elevated, and markets adjusted to a more hawkish tone from the Federal Reserve. Swipe through to learn more.

As always, our team is closely monitoring the market and broader economic environment on your behalf. If you have questions about your portfolio or financial strategy, please reach out. We are here to be a resource for you.

Learn more about BSG: https://www.bsgadvisers.com/financial-advisor-cary-apex

06/30/2026

Charitable giving can be even more effective when it’s planned with intention.

Whether you’re considering cash, appreciated securities, donor‑advised funds, or qualified charitable distributions, each option comes with its own timing and tax considerations. Starting early can allow for more thoughtful decisions and a smoother process as year‑end approaches.

Our team can help you align your giving strategy with your broader financial goals. Connect with us to explore the approach that best fits your plans: https://www.bsgadvisers.com/contact

Address

56 Hunter Street
Apex, NC
27502

Opening Hours

Monday	9am - 5pm
Tuesday	9am - 5pm
Wednesday	9am - 5pm
Thursday	9am - 5pm
Friday	9am - 5pm

Website

http://www.bsgadvisers.com/

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