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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Insurance / Retirement / Taxes / Life Changes / Borrowing & Credit / Investing / Budgeting

three jars of coins labels savings, retirement, emergency plan, for budgeting

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 ...

Jill’s Journal: Target Date Funds

For the past several years, our financial advisors have helped to manage several 401(k) plans for small to medium size businesses. And though I discussed 401(k)s and Roth 401(k) and how they work, I ...

man viewing his stocks and bonds on a phone and laptop

Jill’s Journal: Asset Classes – Stocks

Previously, on Jill’s Journal, I talked about diversification with stocks and bonds. Remember, the goal of diversifying your investments is to smooth out your ride – you want to have several ...

Jill’s Journal: Volatility in the Market

Wow, the markets have sure had a bumpy ride lately! Unfortunately, this is all par for the course with the history of the stock market. We are coming off several years of growth in the markets, and ...

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.

Read Jill's Full Bio

Michigan

5206 Gateway Centre, Suite 300
Flint, MI 48507
Phone: 810.732.7411
Fax: 810.732.8190
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Florida

712 S. Oregon Avenue
Tampa, FL 33606
Phone: 813.251.1879
Fax: 813.251.1716
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