May 15, 2018

Welcome to Jill’s Journal! We are so happy you have joined us.

This is our new blog where we will attempt to educate readers on the fundamentals of financial terminology and concepts. This blog will have a more conversational tone than our newsletters and is geared for investors with less experience and those who might like to brush up.

Do you sometimes struggle with understanding what your financial advisor is talking about?

Does it sometimes sound like a foreign language?

Do you wish you knew more about certain financial topics?

If you answered “yes!” to any of the questions above, then we are here to help!

Over the next year, we plan to address topics such as diversification, types of investment assets, Environmental/Social/Governance (ESG) investing, risk, college planning, estate planning, student loans, insurance, charitable donations, and taxes. We do not intend the blog to advise, we simply mean to educate and make working with your finances a more enjoyable experience.

I also intend to bring some humor to the subject matter, although sometimes that doesn’t go the way I want it to.  Keep an open mind and have a few laughs….alright?!

Who am I? I’m Jill. I am a financial advisor and Certified Professional Accountant (CPA) with Stephens Wealth Management Group (SWMG). I have over 15 years of experience in the “money world,” worked in public accounting, for the IRS, and now at SWMG.

I’m looking forward to getting to know you. Feel free to ask me for more specific information or ask a question. I can be reached at jill.carr@stephenswmg.com.

Opinions expressed in the article are those of the author and are not necessarily those of Raymond James. All opinions are as of this date and are subject to change without notice. Investing involves risk and investors may incur a profit or a loss. Raymond James does not offer tax or legal advice.

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