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Category Archive for: ‘Media’

Busting Some Life Insurance Myths

PRW Wealth Management, LLC is pleased to provide a copy of Janice Forgays & William Payne’s most recently published article in the June 2017 issue of Trusts & Estates, the pre-eminent peer review journal for wealth management professionals serving the needs of high-net-worth clients, family business owners, family offices, charitably inclined donors and non-profit corporations: “Busting Some Life Insurance Myths” …

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Janice Forgays to Speak at the Private Wealth New England Forum – April 5th

PRW Wealth Management, LLC is pleased to announce that our Estate and Wealth Management Counsel, Janice Forgays, will speak at the Private Wealth New England Forum being held at the Harvard Club in Boston on April 5th. The Private Wealth Forums are held annually by region in the US and throughout the world and bring together leaders in the financial …

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The Other Reasons for Estate Planning

Please click on the following link for an adapted and abbreviated version of a recent article by PRW’s Estate and Wealth Management Counsel Janice Forgays, JD, CLU in the February issue of Trusts & Estates:   http://www.wealthmanagement.com/estate-planning/other-reasons-estate-planning   By clicking on the above link you are leaving prwwealthmanagement.com. The website you are accessing is created and maintained by another entity. We …

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Elliot Herman Cited in 12/5/16 CNBC Article on Hedge Funds

Should hedge funds still play a role in portfolios? CNBC.com asked several advisors to offer the pros and cons — in their opinion — and found that, while many are lukewarm about hedge funds per se, they still have a strong interest in employing hedged strategies.   Please click on the following link for a recent citation on CNBC.com of …

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Elliot Herman Cited in 9/13/16 CNBC Article on Market Volatility

Market volatility has reappeared and if the whipsaw has scared you, it may be time to re-evaluate your portfolio. Please click on the following link for a recent citation on CNBC.com of PRW Wealth Management’s Chief Financial Officer Elliot Herman: Prepare Your Portfolio For More Volatility

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Elliot Herman Cited in Recent Investment News Article

PRW Partner and Chief Investment Officer Elliot Herman was cited in a recent article for Investment News: Investing in the Most Hated Bull Market: When Your Clients Say They Can’t Stomach Stocks Elliot had this to say regarding his views on equities and the markets in general: “I feel that 2008/2009 created a sea change in investor attitudes and that …

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PRW’s Elliot Herman Cited in Recent “I Know First” Article on Asset Management for Family Offices

Please click on the link below for Chief Investment Officer Elliot Herman’s most recent citation on the daily stock market forecast website “I Know First”: How do Family Offices Approach Asset Management?

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Elliot Herman Cited in CollegeInvestor.com Article: “Where to Invest in 2016”

Please follow the link below to see PRW Partner & Chief Investment Officer Elliot Herman’s recent citation on CollegeInvestor.com: Where to Invest in 2016

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Elliot Herman & Larry Gingrow Cited in Financial Planning Magazine

Elliot Herman & Larry Gingrow were cited in the February 2015 issue of Financial Planning Magazine in an article titled Above the Estate Tax Exemption? by Ingrid Case.  In the piece, Elliot and Larry discuss advanced planning strategies to address the Federal Estate Tax.

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PRW team members win 5 star award, while another earns CLU designation

Awards and Recognition The PRW team is pleased to announce that Elliot Herman, Bill Payne and Rick Renwick have once again been awarded the 2014 Five Star Wealth Manager award currently featured in the February edition of Boston magazine1. PRW also recognizes and congratulates Thaddeus (Teddy) Dziuba for earning the Chartered Life Underwriter® (CLU®) professional designation from The American College, Bryn …

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