rjcarr.blogspot.com

R.J. Carr & Associates

Friday, February 8, 2013. Stock Market Metrics: Playing the Numbers. RJ Carr III and Associates. Wednesday, January 23, 2013. The Investment Policy Statement: A Portfolio's Road Map. In some cases, investors choose to authorize a money manager to make the actual investing decisions for their portfolio rather than simply make recommendations. In such cases, it can be valuable to have a mechanism for making sure in advance that investor and manager are on the same page. Though an investment policy statemen...

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Friday, February 8, 2013. Stock Market Metrics: Playing the Numbers. RJ Carr III and Associates. Wednesday, January 23, 2013. The Investment Policy Statement: A Portfolio's Road Map. In some cases, investors choose to authorize a money manager to make the actual investing decisions for their portfolio rather than simply make recommendations. In such cases, it can be valuable to have a mechanism for making sure in advance that investor and manager are on the same page. Though an investment policy statemen...

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R.J. Carr & Associates | rjcarr.blogspot.com Reviews

https://rjcarr.blogspot.com

Friday, February 8, 2013. Stock Market Metrics: Playing the Numbers. RJ Carr III and Associates. Wednesday, January 23, 2013. The Investment Policy Statement: A Portfolio's Road Map. In some cases, investors choose to authorize a money manager to make the actual investing decisions for their portfolio rather than simply make recommendations. In such cases, it can be valuable to have a mechanism for making sure in advance that investor and manager are on the same page. Though an investment policy statemen...

INTERNAL PAGES

rjcarr.blogspot.com

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R.J. Carr & Associates: The Investment Policy Statement: A Portfolio's Road Map

http://rjcarr.blogspot.com/2013/01/the-investment-policy-statement.html

Wednesday, January 23, 2013. The Investment Policy Statement: A Portfolio's Road Map. In some cases, investors choose to authorize a money manager to make the actual investing decisions for their portfolio rather than simply make recommendations. In such cases, it can be valuable to have a mechanism for making sure in advance that investor and manager are on the same page. Though an investment policy statement can be as simple or as complex as the parties involved want it to be, here are a few elements t...

2

R.J. Carr & Associates

http://rjcarr.blogspot.com/2013/01/healthy-personal-finance-resolutions.html

Thursday, January 3, 2013. Healthy Personal Finance Resolutions for the New Year. The new year is the time when many individuals start making resolutions to live a healthier lifestyle. And while resolving to eat better and exercise more is a good thing, you should be sure to make resolutions that pertain to the overall health of your personal finances as well. Develop a budget and stick with it. Make budgeting a part of your daily routine. Be sure to build occasional rewards into your budget. Finally, ha...

3

R.J. Carr & Associates: Is Your 529 Plan Making the Grade?

http://rjcarr.blogspot.com/2013/01/is-your-529-plan-making-grade-as-of.html

Wednesday, January 9, 2013. Is Your 529 Plan Making the Grade? Is Your 529 Plan Making the Grade? As of June 2011, there were 8.8 million open 529 college savings plan accounts (Source: College Board, Trends in Student Aid,. Roll over funds to a new 529 plan. Change your investment strategy in your current 529 plan. Just because you can. Switch to a different 529 plan doesn't necessarily mean you should. If the new plan has roughly the same mix of investment choices and similar fees as your current plan,...

4

R.J. Carr & Associates: November 2010

http://rjcarr.blogspot.com/2010_11_01_archive.html

Friday, November 19, 2010. November 12, 2010. Market participants breathed a sigh of relief in early November. The arrival of the long-awaited mid-term elections and the Federal Reserve (Fed) announcement of another stimulus program unfolded as anticipated. Jeffrey Kleintop, CFAChief Market Strategist. Page 1 of 2. Source: Investment Company Institute. High-Yield/Junk Bonds are not investment-grade securities, involve substantial risks, and generally should be part of the diversified portfolio of sophist...

5

R.J. Carr & Associates: September 2011

http://rjcarr.blogspot.com/2011_09_01_archive.html

Monday, September 26, 2011. Providing Perspective on the Markets and Economy. September 21, 2011. As always, I encourage you to contact your financial professional with any questions. Robert J. Carr III. 38555 Mound Rd., Ste 200. Sterling Heights, MI 48310. 800) 788-1979 Toll Free. Http:/ www.rjcarrwealth.com/. Securities Offered throught LPL Financial. This research material has been prepared by LPL Financial. Tracking #1-008605 (Exp.09/12). RJ Carr III and Associates. Monday, September 12, 2011. The op...

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R.J. Carr & Associates

Friday, February 8, 2013. Stock Market Metrics: Playing the Numbers. RJ Carr III and Associates. Wednesday, January 23, 2013. The Investment Policy Statement: A Portfolio's Road Map. In some cases, investors choose to authorize a money manager to make the actual investing decisions for their portfolio rather than simply make recommendations. In such cases, it can be valuable to have a mechanism for making sure in advance that investor and manager are on the same page. Though an investment policy statemen...

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