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Retirement Management

The two most important investments in your lifetime:

    - Home
    - Retirement Account
      (401K, 403B, IRA, SEP)

Keys to a successful Retirement Account:

   -  Monitoring Market
   -  Adapting to changes in
      market environment

A recent survey by a major financial institution suggests:

    - 80% avoid reviewing retirement plans.
    - Only 22%  of 50 year-olds are on track.

Conclusion:

    - Avoidance can cripple your retirement
      plan.

 

According to an article published by U.S. News on January 17, 2017, the information and statistics above were provided by VOYA Financial after performing a survey and study.

Chart Disclaimer: The following list includes the Exchange Traded Funds used to calculate the historical returns.

IWO: Russel 2000 Growth
IWN: Russel 2000 Value
IJK: S&P Mid-Cap Growth
IJJ:  S&P Mid-Cap Value
IVW: S&P 500 Growth
IVE: S&P 500 Value

JRP Capital Corporation
JRP Capital Corporation
JRP Capital Corporation
JRP Capital Corporation

A copy of ADV form part 2 is available upon request.
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