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Category Archive for: ‘PRW News’

Investment Commentary – Q2 2017

PRW Wealth Management, LLC produces Quarterly Client Letters and Investment Commentaries.  Look for one each quarter. Click below to download the PDF for Second Quarter 2017: Investment Commentary – Q2 2017

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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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Steps to Take Upon a Death

Please click on the following link for a helpful list of steps to consider when dealing with the loss of a loved one: Steps to Take Upon a Death

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Investment Commentary – Q1 2017

PRW Wealth Management, LLC produces Quarterly Client Letters and Investment Commentaries.  Look for one each quarter. Click below to download the PDF for First Quarter 2017: Investment Commentary – Q1 2017

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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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PRW’s Ted Dziuba Earns ChFC® Designation from the American College

PRW Wealth Management is pleased to congratulate Ted Dziuba, Director of Advanced Planning, for successfully concluding his study at the American College of Financial Services, earning the designation of ChFC® – Chartered Financial Consultant. Ted is a key part of our advanced planning team and this designation further distinguishes him among his peers: Dziuba – ChFC Press Release

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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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Investment Commentary – Q4 2016

PRW Wealth Management LLC produces Quarterly Client Letters and Investment Commentaries. Look for one each quarter.  Click  below to download the PDF for 4th Quarter 2016: Investment Commentary – Q4 2016

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The Estate Tax May Come and Go (and come back again) But Estate Planning is Here to Stay

Will estate taxes be reduced or eliminated in the near future? No one knows for sure. What we do know is that a change in the estate tax does not change the need for comprehensive estate planning. Please follow the link below for an estate planning article from PRW’s Estate and Wealth Management Counsel, Janice Forgays, JD, CLU. The Estate …

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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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