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Category Archive for: ‘Market Updates’

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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Investment Commentary – Q2 2018

PRW Wealth Management, LLC produces Quarterly Client Letters and Investment Commentaries.  Look for one each quarter. Click below to download the PDF for Second Quarter 2018: PRW – Quarterly Investment Commentary – Q2 2018

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Investment Commentary – Q1 2018

PRW Wealth Management, LLC produces Quarterly Client Letters and Investment Commentaries.  Look for one each quarter. Click below to download the PDF for First Quarter 2018: PRW – Quarterly Investment Commentary – Q1 2018

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Monthly Economic Update – April 2018

“In March, stocks faced another significant challenge.  The Trump administration’s sudden plan to institute tariffs on imports sent a shudder through the bulls.  All three major Wall Street benchmarks fell more than 2.5% during the month as investors around the world considered the prospect of trade wars involving American, Chinese and European products” For more, click below for MarketingPro, Inc.’s …

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Monthly Economic Update – March 2018

“Did the January numbers amount to an aberration, or was inflation pressure now stronger than it had been in some time? February’s data, due in mid-March, may shed further light on the matter.” For more, click below for MarketingPro, Inc.’s March 2018 monthly economic update: PRW – Monthly Economic Update – March 2018

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