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Author Archive for: ‘PRW Wealth Management, LLC’

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 …

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Investment Commentary – Q3 2019

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

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PRW Updates Q3 2019

PRW UPDATES – 10/7/2019 Members of the PRW Wealth Management Investment Advisory and Wealth Transfer Planning Teams regularly attend seminars, due diligence meetings, and workplace training initiatives to broaden their core competencies and client-servicing capabilities. Here is a brief update for the last quarter: Chief Compliance Officer and Director of Wealth Management Services, Cathy Dolphyn, took advantage of several learning …

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Elliot Herman cited in MarketWatch.com Article

Elliot Herman is quoted in MarketWatch.com article: Brace yourself: 10 steps to take now to prepare for the next recession by Brett Arends. https://www.marketwatch.com/story/brace-yourself-take-these-10-steps-right-now-to-prepare-for-a-recession-2019-08-21 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 CONTAINED ON THE …

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Investment Commentary – Q2 2019

PRW Wealth Management, LLC produces Quarterly Client Letters and Investment Commentaries.  Look for one each quarter. Click below to download the PDF’s for Second Quarter 2019:

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PRW Updates – 6/28/2019

PRW Updates 6/28/2019 Members of the PRW Wealth Management Investment Advisory and Wealth Transfer Planning Teams regularly attend seminars, due diligence meetings, and workplace training initiatives to broaden their core competencies and client-servicing capabilities. Here is a brief update for the last quarter: Chief Investment Officer Elliot Herman spoke at the New England RIA Summit on a panel entitled Carrying Out …

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Elliot Herman speaks at the New England RIA Summit

On June 4, 2019, Chief Investment Officer Elliot Herman spoke at the New England RIA Summit on a panel entitled Carrying Out Generational Wealth Transfer. The panel discussed ways that advisors can help to manage the risks and opportunities that are created from the transfer of wealth from generation to generation. 

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Investment Commentary – Q1 2019

What a difference a quarter makes.

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PRW Updates – 3/19/2019

Members of the PRW Wealth Management Investment Advisory and Wealth Transfer Planning Teams regularly attend seminars, due diligence meetings, and workplace training initiatives in an effort to broaden their core competencies and client-servicing capabilities. Here is a brief update for the last quarter: Principal Bill Payne was joined by PRW’s Director of Advanced Planning Ted Dziuba this past February at …

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PRW UPDATES – 12/20/2018

Members of the PRW Wealth Management Investment Advisory and Wealth Transfer Planning Teams regularly attend seminars, due diligence meetings, and workplace training initiatives in an effort to broaden their core competencies and client-servicing capabilities. Here is a brief update for the last quarter: Chief Investment Officer Elliot Herman was joined by Senior Wealth Advisor Chris Stone at the 2018 Schwab …

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