“We must adjust to changing times and still hold to unchanging principles.”
Despite all of the developments around us, the ups and downs of the markets, the unchangeable fact is the constant need for transparency, responsibility, and accountability.
We at PRB Wealth Management pride ourselves on integrity.
As independent financial professionals, we value discretion and care, and reflect it in our service every day – you can depend on it.
We look forward to working with you.
A Bucket Plan to Go with Your Bucket List
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
A Look at Diversification
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
Where Is the Market Headed?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
A company's profits can be reinvested or they can be paid out to the company’s shareholders as “dividends."
Loss of income from disability has the potential to cause significant financial hardship. Disability insurance can help.
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
There a number of reasons for business owners to consider a business succession plan sooner rather than later.
If you are concerned about inflation—and expect short-term interest rates may increase—TIPS could be worth considering.
This calculator can help you estimate how much you may need to save for retirement.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator can help you estimate how much you should be saving for college.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator helps estimate your federal estate tax liability.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some key concepts to understand when investing for retirement
There are a number of ways to withdraw money from a qualified retirement plan.
Using smart management to get more of what you want and free up assets to invest.
$1 million in a diversified portfolio could help finance part of your retirement.
The question used to be how low can interest rates go. Now it's how long can rates remain at their historic low levels?
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
There’s an alarming difference between perception and reality for current and future retirees.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
The decision whether to buy or rent a home may have long-term implications.