Monthly Archive for: ‘January, 2020’


As many of you may know,  Congress recently passed the “The Setting Every Community up for Retirement Enhancement Act of 2019” (SECURE Act).  The Act was voted on in the Senate, with 71‐23 in favor, as part of an eight‐bill, $1.4 trillion spending package signed into law by President Trump on December 20, 2019. It had passed in the House …

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Investment Commentary – Q4 2019

PRW Wealth Management, LLC produces Quarterly Client Letters and Investment Commentaries.  Look for one each quarter.

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