Author Archive for: ‘PRW Wealth Management, LLC’

“Bobby Bonilla Day”, and the Power of Deferred Income Annuities

Any friend of the firm who has received one of our monogrammed‐logo baseballs can probably attest to the importance of America’s national pastime to the PRW team. Two team members hold the distinction of having been drafted by professional baseball organizations (Rick Renwick, CUBS 1979 and Ted Dziuba, METS 2006) prior to their careers in Finance, and although an unfortunate …

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Investment Commentary – Q1 2021

We are pleased to share our thoughts on the most recent market quarter.   PRW Quarterly Investment Commentary Q1 2021

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“Gaming the Market” Article

Last week, we fielded questions about the wild trading activity in GameStop (GME) stock. Several other stocks were also the subject of wild swings but GME was the poster child. We watched this continuing battle from the sidelines, with keen interest. On one side is the hedge fund crowd who has made a bearish bet on a company with a …

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Investment Commentary – Q4 2020

We are pleased to share our thoughts on the most recent quarter. PRW Quarterly Investment Letter Q4 2020

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Elliot Herman cited in Article

Elliot Herman is quoted in 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.

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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 …

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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 …

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Investment Commentary – Q2 2020

We are pleased to share our thoughts on the most recent quarter. 

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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: 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 …

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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.

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