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440.974.0808

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Carver Financial Services

Helping you achieve your personal vision based upon your individual needs, goals and risk tolerance.

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  • Our Approach
    • Personal Vision Planning®
    • Wealth Management Services
    • Team Advantage
    • Our Partnership with You
  • About Us
    • Meet the Team
    • Our History
    • Awards & Recognition
    • Randy’s Story
    • Philanthropy
    • About Raymond James
  • Resources
    • Our Videos
    • Client Communications
    • Randy’s Blog
    • Carver in the News
    • Carver Financial ROKU® Channel
    • Seminar Material
    • Client Access Videos
    • FAQs
    • Carver Merch Store
  • Experiences
    • Our Events
    • Client Getaways
  • Contact Us
  • Client Login

Randy’s Blog

Our founder, Randy Carver, offers his thoughts on a number of financial topics and trends.

 
Marshmallows and Roth Conversions
May 2021

Marshmallows and Roth Conversions

Between 1967 and 1973, psychologist Walter Mischel, a professor at Stanford University, conducted what became his famous “marshmallow test” on ...
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Prevent Mistakes Instead of Trying to Fix Them
April 2021

Prevent Mistakes Instead of Trying to Fix Them

The greatest value of a great doctor, CPA, mechanic, financial advisor or other expert is not in treating symptoms or ...
Read Full Post
Volatility is Our Friend
March 2021

Volatility is Our Friend

The Merriam-Webster Dictionary defines volatility as “a tendency to change quickly and unpredictably.” Investopedia defines volatility as “a statistical measure ...
Read Full Post
The Five Biggest Mistakes Investors are Making (They are the Same as Always)
February 2021

The Five Biggest Mistakes Investors are Making (They are the Same as Always)

As we begin 2021, and people speculate on the impact of the new Presidential Administration, could the broader equity markets ...
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Avoid These Five Divorce Mistakes
January 2021

Avoid These Five Divorce Mistakes

One of the side effects of the coronavirus pandemic has been a big increase in the divorce rate in the ...
Read Full Post
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7473 Center St.
Mentor, OH 44060
Phone: 440.974.0808
Toll-Free: 800.627.7279
Email: carverfinancialservices@ raymondjames.com

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Securities offered through Raymond James Financial Services, Inc. member FINRA / SIPC. Investment advisory services offered through Raymond James Financial Services Advisors Inc. and Carver Financial Services Inc. Carver Financial Services is not a registered broker/dealer and is independent of Raymond James Financial Services.

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website’s users and/or members.

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