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Jeremy's Articles

Jeremy Carpenter
Jeremy Carpenter
MBA

Financial Advisor

Jeremy brings experience in the financial services industry to his role as Financial Advisor.

04/27/12 - Liquidity Crisis: Too much of your assets in an IRA? Try a 72t

Many individuals who have retired early either by choice or force, those who have lost a spouse which was the primary wage earner or just...read more

06/21/11 - IP uh-Oh

Years ago we published an article ( IPO’s: A Great Investment Opportunity or a Sucker’s Bet? )  on the pitfalls of investing in initial...read more

11/26/10 - Individual Bonds: What The Bond Traders Are Hiding

For 3 years I worked on one of the best and largest bond trading desks in Chicago.  We had some monster companies as clients like Microsoft,...read more

07/23/10 - Lease Or Buy?

As housing prices have dropped significantly over the past two years, it may be time to reassess your living situation.  Since there are many...read more

05/21/10 - Fixed Income Strategy

Interest rates, bond yields, bond prices and inflation are all interrelated and they all help to shape what’s called the yield curve.  The...read more

04/01/10 - It's not Gold, Jerry

We’ve all heard it before.  If you turn on any financial news station you are inundated with experts or commercials saying, “Gold is the best...read more

02/26/10 - Reform Helps Credit Card Holders

How did something so obviously wrong take so long to correct?  Recently established reform passed by lawmakers will protect credit card holders...read more

01/19/10 - Donor Advised Funds

There are a number of reasons to give money away.  I’m sure you’ve thought about them all, but have you thought about all the different ways...read more

10/16/09 - Can't Get A Loan? Turn To Your Neighbor

When bank lending slows, as occurred in 2008 and 2009, some people have trouble accessing the credit markets. But that doesn't mean they stop...read more

09/04/09 - Bits of Tid

Reform The oversight reform has become like the recession, it’s progressing at a declining rate.  Nevertheless, here is a quick summary...read more

07/14/09 - News Bits 15 Minute Reading

We like to try new things here at Investor Solutions, so we are testing out a new article idea.  It will give a brief summary of some of the...read more

06/12/09 - How to Pay Less on Student Loans

College can be a big investment.  For many of you reading this, you've long since paid off your loans.  Still, I'm sure you know a family member...read more

04/17/09 - Where Are They This Time?

Whether you've been with us for a long time or a short time, you know that our ideology is steeped in the belief, and research confirms this, that...read more

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