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Jill’s Journal

An educational blog from SWMG Financial Advisor Jill Carr for new investors about the fundamentals of investing and finance.

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ESG OR SRI INVESTING?

Sometimes you hear the phrase, “put your money where your mouth is,” meaning, use your dollars towards things you really are passionate about. If this matters to you, then you might be interested in ...

Female Financial Pioneers

March is National Women’s History Month. So, in honor of that, I’d love to tell you about some female financial pioneers… In addition to mentioning that we have several female financial ...
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The Rise and Fall of GameStop Stock

Ok, so, in case you have not heard, there was this really weird thing going on with GameStop stock. GameStop, in my opinion, is going the way of Blockbuster. They have brick and mortar stores, and ...
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The Secure Act

The SECURE Act was officially signed into law on 12/20/19. It was passed by the house in the summertime, and what I heard last was that it *wasn’t* going to pass the senate, but lo and behold, it. ...

Jill’s Journal: FSA & HSA

In my last blog, I talked about open enrollment. One of the items that many employers offer for benefits is either a Flexible Spending Account (FSA) or Health Savings Account (HSA). Are you familiar ...
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Jill’s Journal: Credit Scores

In honor of Financial Literacy month, I’m sharing important information related to credit scores. Do you know what your credit score is? And what it means? First, shout out to my dad who is turning ...
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Jill’s Journal: Teaching Children About Money

If you have children or grandchildren, or if you have a special relationship with your niece or nephew or the child of a dear friend, you can enrich their lives in many ways. One of the most ...
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Emergency Savings

The government shutdown has shed light on a problem that plagues many in this country: what would you do, if you suddenly were out of a job, or missed a paycheck? That’s what credit cards are for, ...
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Jill’s Journal: Budgeting

Budget. The 6-letter dirty word. After the series of blog posts on debt, I figured I should talk about budgeting, even though, if you’re like most people, you’re not interested. A Gallup poll showed ...
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Meet Jill Carr

SWMG financial advisor Jill Carr loves supporting her clients in growing their financial literacy and understanding of wealth management. In that same spirit, her blog Jill’s Journal is aimed at providing newer investors with answers to common finance and investing questions.

"Leave Nothing To Chance."

Michigan

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Flint, MI 48507
Phone: 810.732.7411
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Tampa, FL 33606
Phone: 813.251.1879
Fax: 813.251.1716
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Investment advisory services offered through Stephens Consulting, LLC, a SEC registered investment adviser doing business as Stephens Wealth Management Group (SWMG).  SWMG is not a registered broker/dealer.  SWMG investment adviser representatives may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact our office for information and availability.

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