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Monthly Archive for: ‘October, 2016’

Investment Commentary – Q3 2016

PRW Wealth Management LLC produces Quarterly Client Letters and Investment Commentaries. Look for one each quarter.  Click  below to download the PDF for 3rd Quarter 2016: Investment Commentary – Q3 2016

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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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