PR Wealth Management Group, Inc.

03/10/2025

Great film on utilizing academic and evidence base investing to help take the guess work out of your portfolio.

So grab a bowl of popcorn and enjoy!

Please call us if you have and questions.

Academy Award-winning filmmaker Errol Morris (The Fog of War, The Thin Blue Line) turns his lens to an unlikely cast of upstarts who transformed the investme...

01/16/2024

Great article on life and investing from Kiplinger.

Beyond returns, a good investing experience depends on how you feel on the journey — just like in life.

01/05/2024

Dimensional focuses on beating indexes, not matching them, by using a systematic, flexible approach that targets higher expected returns.

01/04/2024

PR Wealth uses science and academics to help our clients reach their goals. Call our office (309) 792-8291 to schedule a free consultation to find out more.

Dimensional focuses on beating indexes, not matching them, by using a systematic, flexible approach that targets higher expected returns.

02/14/2023

Happy Valentine's Day!

In love as in finance, there is value in being flexible. Buying high can cost you, whether you’re purchasing roses on Valentine’s Day or stocks when indices rebalance.

10/13/2022

Are you familiar with tax-loss harvesting or asset location? These two strategies are ways we can help our clients get the most out of their investments. Learn more about them here: https://bit.ly/3yEXzKi

09/19/2022

Our investment philosophy is evidence-based and Nobel Prize-winning. See how this investment philosophy can work for you to help you achieve your financial goals by scheduling a meeting with us today: https://bit.ly/3vRAmlI

09/16/2022

Our advisors are here to help set you up for a comfortable and secure retirement. Come in to PR Wealth to develop a retirement plan and get help to determine what your retirement will look like. https://bit.ly/3zKIKDR

09/13/2022

We offer our clients a Lifetime Income Portfolio, which is designed to allocate, optimize and rebalance their portfolios into three buckets for qualifying investors: short-term, mid-term and long-term. Learn more by reading our brochure: https://bit.ly/3KYDhyI

09/08/2022

Estate planning can seem like a daunting task for new parents. We are here to help! Our advisors will help you navigate the process and make sure you are fully prepared. https://bit.ly/2WffiYP

09/08/2022

Proper estate planning can help you to preserve your wealth. At PR Wealth, we can help you build an estate planning strategy to fit your needs. Learn more: https://bit.ly/2WffiYP

09/07/2022

When will inflation end? Where should I invest? How can I beat inflation? Nobody has a crystal ball to answer all these questions accurately. However, we have a way to help make your investments worthwhile, even during a time of sky-high inflation. Read more: https://bit.ly/3Apfgh0