Elliot Herman cited in MarketWatch.com Article
Elliot Herman is quoted in MarketWatch.com article: What top financial advisers will tell you about creating a lasting legacy for the important people and causes in your life by Morey Stettner. https://www.marketwatch.com/story/how-to-talk-with-your-financial-adviser-about-estate-planning-and-providing-for-your-family-after-death-2020-07-31
Market Thoughts – August 2020
Dear Friends and Colleagues, We thought it might be a good time for a check in to address some of the questions we have entertained from our last update in July. Markets have moved higher over the last few weeks while headlines continue to suggest that we have a long way to go in the climb to recovery. While many of the items we highlighted …
Life Insurance in the Wake of Covid-19
Dear Friends and Colleagues, For many Americans in the year 2020, the only “certainty” being experienced on a day-to-day basis has been uncertainty. Questions – both big and small – that we hadn’t previously considered have been thrust to the forefront in the midst of a global pandemic with seemingly no end in sight. Simple questions (Am I washing my …
Psychological Impact of COVID-19 on Estate Planning
PRW Wealth Management, LLC is pleased to provide the following link to a recording of an informative webinar on the Psychological Impact of Covid-19 on Estate Planning: https://register.gotowebinar.com/recording/7612610998305082380 BY CLICKING ON THE ABOVE LINK YOU ARE LEAVING PRWWEALTHMANAGEMENT.COM. THE WEBSITE YOU ARE ACCESSING IS CREATED AND MAINTAINED BY ANOTHER ENTITY. WE MAKE NO REPRESENTATION OR WARRANTY WITH RESPECT TO THE INFORMATION …
Investment Commentary – Q1 2020
We are pleased to share our thoughts on the most recent quarter. We will share updates on a more regular basis as warranted during this challenging time and, as always, look forward to hearing from you.
Rob Reilly Joins PRW as Senior Wealth Advisor
Rob Reilly Senior Wealth Advisor at PRW Wealth Management, LLC EDUCATION: Babson Graduate School of Business Rob is a Senior Wealth Advisor at PRW Wealth Management LLC, located in Quincy, MA. His primary focus is advanced planning and investment management for high net worth individuals and families. Rob holds a Certified Investment Management Analyst (CIMA®) designation, a Certified Market Technician (CMT®) …
Market Thoughts
Dear Friends and Colleagues, We wanted to touch base to address the recent volatility in the markets which has primarily been driven by fears associated with the coronavirus. Coronavirus Market Impact: Reports of the spread of the coronavirus have dominated media headlines, scaring investors and roiling markets. The sell-off accelerated after the US Centers for Disease Control and Prevention warned …
The SECURE Act
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 …
Investment Commentary – Q3 2019
PRW Wealth Management, LLC produces Quarterly Client Letters and Investment Commentaries. Look for one each quarter.
Investment Commentary – Q2 2020
Posted Jul 17 2020 by PRW Wealth Management, LLC
We are pleased to share our thoughts on the most recent quarter.
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