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Author Archive for: ‘PRW Wealth Management, LLC’

The Estate Tax May Come and Go (and come back again) But Estate Planning is Here to Stay

Will estate taxes be reduced or eliminated in the near future? No one knows for sure. What we do know is that a change in the estate tax does not change the need for comprehensive estate planning. Please follow the link below for an estate planning article from PRW’s Estate and Wealth Management Counsel, Janice Forgays, JD, CLU. The Estate …

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Elliot Herman Cited in 12/5/16 CNBC Article on Hedge Funds

Should hedge funds still play a role in portfolios? CNBC.com asked several advisors to offer the pros and cons — in their opinion — and found that, while many are lukewarm about hedge funds per se, they still have a strong interest in employing hedged strategies.   Please click on the following link for a recent citation on CNBC.com of …

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PRW – Post Election Update

Please click on the following link for a post-election update from Bill, Rick & Elliot: PRW – Post Election Update 11/17/16    

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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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What Are My Health-Care Options if I Retire Early?

The following article prepared by Broadridge Investor Communication Solutions provides some helpful tips to navigate one’s post-retirement health-care options: What Are My Health-Care Options if I Retire Early?

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Ten Year-End Tax Tips for 2016

Here are 10 things to consider as you weigh potential tax moves between now and the end of the year: Ten Year-End Tax Tips for 2016

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Janice Forgays Joins PRW as Estate and Wealth Management Counsel

PRW Wealth Management, LLC is pleased to welcome Janice A. Forgays, JD, CLU as Estate and Wealth Management Counsel. Janice is an attorney with over 25 years of assisting affluent clients and advisors on comprehensive, complex and effective wealth accumulation, conservation and transfer planning. Janice supports the work of other professional advisors in helping clients achieve their complex estate and …

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Top Ways You Can Prevent Identity Theft

Identity theft is a topic that doesn’t stand still because new ways to steal your personal information—and access your money and credit—crop up every day. Keep in mind that the companies keeping your information don’t always have to notify you if it has been stolen. Here are some basic ways to keep your information safe: Top Ways You Can Prevent …

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Elliot Herman Cited in Recent Investment News Article

PRW Partner and Chief Investment Officer Elliot Herman was cited in a recent article for Investment News: Investing in the Most Hated Bull Market: When Your Clients Say They Can’t Stomach Stocks Elliot had this to say regarding his views on equities and the markets in general: “I feel that 2008/2009 created a sea change in investor attitudes and that …

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