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Welcome To J.R. Wealth Advisors LLC

J.R. Wealth Advisors LLC is a full service wealth management and comprehensive financial services company with offices on both coasts. Our mission is to provide the ultimate wealth management experience through proper planning, proactive advice, and exceptional personalized service. Whether you're a business owner, professional athlete, or an executive, our personalized service focuses on your needs and wants, in order to work toward your financial goals and objectives.

Helpful Content

Rebalancing Your Portfolio

Rebalancing Your Portfolio

Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.

The Investment Risk No One’s Ever Heard Of

The Investment Risk No One’s Ever Heard Of

You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.

Choices for Your 401(k) at a Former Employer

Choices for Your 401(k) at a Former Employer

Individuals have three basic choices with the 401(k) account they accrued at a previous employer.

 

Investment Challenges of the Affluent Investor

Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.

Yours, Mine and Ours: Estate Strategies for Second Marriages

Second marriages are a trigger event to revisit any existing estate strategies.

Money Draining Food Myths

These food myths will really put a drain on your wallet.

TIPS for Inflation

If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.

Thinking of Retiring Abroad?

However exciting retiring abroad may sound, it deserves considerable planning.

Directors and Officers Liability Insurance

Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.

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Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

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Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

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Emerging Market Opportunities

What are your options for investing in emerging markets?

Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.

Will You Pay the AMT?

Despite recent tax-law changes, many Americans are expected to pay the AMT this year.

The Business Cycle

How will you weather the ups and downs of the business cycle?

16 Wall Street Cliches in 60 Seconds

Pundits say a lot of things about the markets. Let's see if you can keep up.

Events on Wall Street

Can successful investors predict changes in the markets? Some can but others miss the market’s signals.

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