Author Archive for: ‘PRW Wealth Management, LLC’

Elliot Herman Cited in Article: “Where to Invest in 2016”

Please follow the link below to see PRW Partner & Chief Investment Officer Elliot Herman’s recent citation on Where to Invest in 2016

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Investment Commentary – Q4 2015

PRW Wealth Management LLC produces Quarterly Client Letters and Investment Commentaries. Look for one each quarter.  Click  below to download the PDF for 4th Quarter 2015: Q4 2015 Investment Commentary

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The Fed Rate Hike: What Does It Mean?

On Wednesday, December 16, 2015, the Federal Reserve raised the federal funds target rate, the interest rate at which banks lend funds to each other (typically overnight) within the Federal Reserve System.  The following article provides some pertinent details: Fed Rate Hike: What Does It Mean?

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Estate Tax Exemption – 2016 Update

In 2011, the American Tax Payer Relief Act (ATRA) changed the rules for the gift tax, estate tax, and generation-skipping transfer (GST) tax exemptions by creating a unified exemption amount that is indexed for inflation.  The ATRA created a base exemption amount of $5 Million, which has been steadily increasing due to annual inflation adjustments. Please click on the link …

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Entrepreneurship of All Kinds

On Tuesday November 3rd, PRW Principal, Co-Founder and Babson College Trustee Rick Renwick took part in an event at The Atrium at the John Joseph Moakley United States Courthouse celebrating “Entrepreneurship of All Kinds®”.   Sponsored in part by The Greater Boston Chamber of Commerce, Babson College and Citizens Bank, the event featured discussions with some of Boston’s top entrepreneurs, including …

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Bipartisan Budget Act of 2015

On November 2, 2015, President Obama signed into law the Bipartisan Budget Act of 2015, legislation that raises the federal debt limit and establishes the framework for a two-year budget deal.  The legislation, needed to avoid an impending default on U.S. debt, also contains multiple unrelated provisions, including an elimination of two Social Security retirement benefit claiming strategies and a …

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Investment Commentary – Q3 2015

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 2015: Q3 2015 Investment Commentary

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Business Succession Planning

When developing a succession plan for your business, you must make many decisions.   Should you sell your business or give it away? Should you structure your plan to go into effect during your lifetime or at your death? Should you transfer your ownership interest to family members, co-owners, employees, or an outside party?   The key is to pick …

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Charitable Giving

Charitable giving can play an important role in many estate plans. Philanthropy cannot only give you great personal satisfaction, it can also give you a current income tax deduction, let you avoid capital gains tax, and reduce the amount of taxes your estate may owe when you die. Click below for a helpful piece on Charitable Giving: Charitable Giving   …

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Continuing Financial Challenges for Social Security & Medicare

Every year, the Trustees of the Social Security and Medicare trust funds release reports to Congress on the current financial condition and projected financial outlook of these programs.  The 2015 reports, released on July 22, 2015, show that, despite some encouraging signs, both programs continue to face financial challenges that should be addressed as soon as possible.   Continuing Financial …

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