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Category Archive for: ‘Market Updates’

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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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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Market Thoughts

Dear Friends and Colleagues, We wanted to touch base to address the recent volatility in the markets which has primarily been driven by fears associated with the coronavirus. Coronavirus Market Impact: Reports of the spread of the coronavirus have dominated media headlines, scaring investors and roiling markets. The sell-off accelerated after the US Centers for Disease Control and Prevention warned …

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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 – Q4 2019

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

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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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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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Investment Commentary – Q1 2019

What a difference a quarter makes.

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Investment Commentary – Q3 2018

October has gotten off to a difficult start. Concerns about the trajectory of interest rates coupled with reduced global growth expectations and trade uncertainty (particularly between the U.S. and China) have been factors in the downward moves.  While a spike in volatility can be unnerving, we share in our letter below that they are a normal part of the market …

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