Tim Lewis - JRS Wealth Management
06/15/2026
The Fed meets Tuesday and Wednesday, and while everyone’s expecting no change, there are still a couple things to keep an eye on—like the new dot plot and what’s next under the new Chair. CIO Gene Goldman reminds us that a Fed hold may not be exciting, but consistency counts. See more in .
The Week Ahead | Cetera “Cetera Financial Group” refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), and Cetera Financial Specialists LLC. All firms...
Where you save matters just as much as how much you save. See how tax-deferred growth compares to a taxable account over the same time horizon.
06/13/2026
How can you help your family feel confident about the future? Talk to them. Discuss your financial values and plans.
Facilitate Family Financial Conversations Across Generations Start a discussion with your adult kids about generational family finances. Share your retirement and financial goals.
A dollar today won't be worth a dollar in 20 years. See how inflation could erode your retirement income and what you may need to account for.
06/10/2026
When was the last time you updated your will?
Will Power Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
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