Reagan & James Wealth Advisors - Williamsburg, VA and Irvington, VA

 

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Reagan & James Wealth Advisors is an investment advisory team providing portfolio management to discerning and affluent individuals, families, non-profits and endowments.  Our clients enjoy intensive customer service and communication:  quarterly meetings, monthly calls, and weekly research updates.  A member of our team is always available to solve your problems, discuss your strategy, and help with any questions or concerns.

Our group takes an academic and disciplined approach to investing.  We have a proven investment management process which works on a time-tested discipline and takes the guesswork and emotion out of investment decisions.  Delivering world-class service and exceptional investment advice are the only goals of Reagan & James Wealth Advisors.

Clients of Reagan & James Wealth Advisors have the strength and support of Wells Fargo's First Clearing as their asset custodian.  Prospera Financial Services, Inc. provides broker-dealer services delivering a responsive and helpful environment for all investment and service needs.
Calculators

Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

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Newsletters

HOT TOPIC: American Manufacturing: Rebound or Renaissance?

During the last decade, U.S. manufacturing lost millions of jobs to foreign competition. The sector appears to be coming back strong, adding almost half a million jobs since 2010 as productivity rises. This article examines the conditions that originally caused the exodus of U.S. industrial production and those that may bode well for its future.

Averaging Ups and Downs

Stock market volatility was the norm in 2011, and that can be hard on an investor’s nerves. Utilizing a dollar-cost averaging strategy may help even out your portfolio’s ups and downs, as explained in this article.

Designating Retirement Plan Beneficiaries

IRAs and defined-contribution plans have become an important component of personal wealth for households. Designating account beneficiaries and keeping the designations current can be a complex — but important — process to perform on a regular basis as certain life events and tax situations can necessitate a change.

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