Author Archive for: ‘PRW Wealth Management, LLC’

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 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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Investment Commentary – Q2 2016

PRW Wealth Management LLC produces Quarterly Client Letters and Investment Commentaries. Look for one each quarter.  Click  below to download the PDF for 2nd Quarter 2016: Investment Commentary – Q2 2016

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Wealth Due To Inheritance

If you’re the beneficiary of a large inheritance, you may find yourself suddenly wealthy. Even if you expected the inheritance, you may be surprised by the size of the bequest or the diverse assets you’ve inherited. You’ll need to evaluate your new financial position, learn to manage your sizable assets, and consider the tax consequences of your inheritance, among other …

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PRW’s Elliot Herman Cited in Recent “I Know First” Article on Asset Management for Family Offices

Please click on the link below for Chief Investment Officer Elliot Herman’s most recent citation on the daily stock market forecast website “I Know First”: How do Family Offices Approach Asset Management?

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Adjusting to Life Financially After a Divorce

There’s no doubt about it–going through a divorce can be an emotionally trying time. Ironing out a divorce settlement, attending various court hearings, and dealing with competing attorneys can all weigh heavily on the parties involved. In addition to the emotional impact a divorce can have, it’s important to be aware of how your financial position will be impacted. Now, …

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