News And Updates

Stay informed by reading commentary on wealth management topics, such as market summaries and strategies, investment trends and outlooks, and even personal updates from our team of professional financial advisors and strategic partners.

Maximize Your Wealth - Even in A Downed Market

During a downed market, it can be hard to find financial opportunities. Tax-loss harvesting and asset location are two ways your PR Wealth advisor helps maximize your wealth. Tax-loss harvesting…

Navigate Inflation with Dimensional Funds

Inflation is on everyone’s minds right now. People are wondering how to fight inflation. The current inflation rate in 2022 is 8.52% as of August 10. The team at PR Wealth develops portfolios that…

Student Loan Debt: How to Repay or Refinance

Student loan debt is something many Americans have to deal with. It is currently the second-highest consumer debt category. We are going to share ways to lower your student loan debt and make it less…

Financial Advisors vs. Investing Apps

Today, so many things can be done just through your phone. However, these “convenient” apps often lack a lot of elements that users would get from the real deal. Utilizing a real, in-person financial…

Impact of Inflation on Your Retirement Plan

With the rising prices we are currently seeing, you might be wondering if this will impact your retirement. Over time, inflation decreases the purchasing power of what you have put into your savings.…

How to Prepare for Filing Your Taxes

There are many things you can do before you file your taxes to help make the process quicker and easier. The following steps will help you get organized and ready to file your taxes. Collect…

Inflation and Financial Goals

With the economy starting to recover from the COVID-19 pandemic and investor concerns turning increasingly toward inflation, Dimensional Founder David Booth talked with Nobel laureate Eugene Fama…

Quarter End Summary Q1 2021

The performance of equity and bond markets in the first quarter of 2021 has been as close to opposite of the start of 2020 as it gets. A year ago, stock markets had dropped as lockdown began, with…

Think Investing Is a Game? Stop.

It’s easy to view the stories of market speculation that have dominated the news recently as cautionary tales for individual investors. But we can also look at the current moment as an opportunity to…

Tesla’s Charge Reveals Weak Points of Indexing

Index additions and deletions are typically a routine affair, but the recent announcement by S&P that Tesla would be added to the widely tracked S&P 500 Index stirred up quite a lot of attention. No…