Tim Lewis - JRS Wealth Management

Tim Lewis - JRS Wealth Management JRS Wealth Management is dedicated to helping clients pursue their goals through comprehensive financial planning and strategic portfolio management.

Securities and advisory services offered through Registered Representatives of Cetera Advisors LLC (doing insurance business in CA as CFGA Insurance Agency LLC), member FINRA/SIPC, a broker dealer and registered investment advisor. Cetera is under separate ownership from any other named entity.

Jobs, inflation, and interest rates remain closely connected, making this week's inflation data especially important for...
09/08/2026

Jobs, inflation, and interest rates remain closely connected, making this week's inflation data especially important for markets and the Federal Reserve.
Join CIO Gene Goldman on this week's episode of as he examines the final inflation reports before the Fed's September 16 meeting, what recent labor market data tells us about the economy, and why persistent price pressures could influence the outlook for interest rates and market performance.

“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...

Read the latest issue of Retire Wise here:
09/08/2026

Read the latest issue of Retire Wise here:

For a lot of retirees, filing for Social Security felt like crossing a finish line. But the strategy behind that decision doesn't have to stay frozen the day…

Ready to retire? Prepare with these key questions for those ready to take the big step.
09/07/2026

Ready to retire? Prepare with these key questions for those ready to take the big step.

Key questions to answer when you are considering retirement.

69% of women live without a spouse or partner. If you are a woman, you need to have a financial strategy. Read more in o...
09/05/2026

69% of women live without a spouse or partner. If you are a woman, you need to have a financial strategy. Read more in our infographic:

Learn more about women taking control of their finances with this infographic.

A disability could keep you from work and increase costs. How can you protect yourself?
09/04/2026

A disability could keep you from work and increase costs. How can you protect yourself?

In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.

Plan for a tax-savvy retirement to potentially keep more of what you earn with these key tax strategies.
09/02/2026

Plan for a tax-savvy retirement to potentially keep more of what you earn with these key tax strategies.

Retirement accounts come with plenty of benefits, such as tax deductions, and a generally high return on investment.

This Monthly Recap summarizes market performance, major events and news from August 2026. Read more here:
09/02/2026

This Monthly Recap summarizes market performance, major events and news from August 2026. Read more here:

U.S. stocks returned to gains in August after the S&P 500 and Nasdaq Composite both ended negative the prior two months while the Dow Industrials capped a…

What will this week's economic data mean for rate hike odds? Join Chief Market Strategist Brian Klimke on this week's ep...
08/31/2026

What will this week's economic data mean for rate hike odds?
Join Chief Market Strategist Brian Klimke on this week's episode of as he breaks down key reports on manufacturing, services, employment, and Friday's closely watched jobs report. With the Fed meeting just two weeks away, markets will be looking to see whether the data strengthens or weakens the case for another hike.

“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...

Earnings season can move markets. Find out why.
08/31/2026

Earnings season can move markets. Find out why.

Earnings season can move markets. What is it and why is it important?

Thinking about a prepaid debit card? Consider the pros and cons.
08/29/2026

Thinking about a prepaid debit card? Consider the pros and cons.

It's important to understand the pros and cons when considering a prepaid debit card.

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