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Category Archive for: ‘PRW News’

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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PRW Updates – 3/19/2019

Members of the PRW Wealth Management Investment Advisory and Wealth Transfer Planning Teams regularly attend seminars, due diligence meetings, and workplace training initiatives in an effort to broaden their core competencies and client-servicing capabilities. Here is a brief update for the last quarter: Principal Bill Payne was joined by PRW’s Director of Advanced Planning Ted Dziuba this past February at …

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Another Successful PRW Speaker Luncheon

On February 26th, PRW held a luncheon for 12 of Boston’s top estate planning attorneys. Our luncheons provide an educational environment to foster growth for the attendees and to help enhance their individual legal practices. We connect thought leaders with thought leaders. Held at Del Frisco’s on Boston Harbor, our luncheons feature experts on current topics and trends with content …

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2019 Tax Rates, Tax Deductions and Cost of Living Adjustments

In 2018, we had several major changes to our tax laws brought by the enactment of the “Tax Cuts and Jobs Act.” There is no such major tax act impacting US taxpayers in 2019. A number of rates have changed for 2019, however, as provided. 2019 Tax Rates, Tax Deductions and Cost of Living Adjustments

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Investment Commentary – Q4 2018

Happy New Year and welcome to the last year of the decade…….and what a decade it has been! Investment Commentary-Q4 2018

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PRW UPDATES – 12/20/2018

Members of the PRW Wealth Management Investment Advisory and Wealth Transfer Planning Teams regularly attend seminars, due diligence meetings, and workplace training initiatives in an effort to broaden their core competencies and client-servicing capabilities. Here is a brief update for the last quarter: Chief Investment Officer Elliot Herman was joined by Senior Wealth Advisor Chris Stone at the 2018 Schwab …

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Elliot Herman Cited in November 2018 Investor’s Business Daily Article

Elliot Herman, chief investment officer at PRW Wealth Management, was quoted in a November 2018 Investor’s Business Daily article titled “Advisors Help the Newly Wealthy Make Sense of Their Brand-New Life” where he discussed the emotional impact of personal financial change:   Advisors Help The Newly Wealthy Make Sense Of Their Brand-New Life   PRW Wealth Management LLC (“PRW”) is …

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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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Stephanie Manchon Joins PRW as Senior Support Advisor

PRW Wealth Management, LLC is pleased to welcome Stephanie Manchon as the firm’s Senior Support Advisor. Stephanie brings over 13 years of client service, investment management, insurance and financial planning experience to PRW, having worked previously with TIAA and as a Client Relationship Consultant. Her contributions to the Investment Management Team will include client service, research, and full team support. …

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PRW UPDATES – 9/6/2018

Members of the PRW Wealth Management Investment Advisory and Wealth Transfer Planning Teams regularly attend seminars, due diligence meetings, and workplace training initiatives in an effort to broaden their core competencies and client-servicing capabilities. Here is a brief update for the last quarter: Team members Cheryl Mattar, Nina Mortel, Gary Wentling, and Stephanie Manchon took part in Schwab Solutions 2018, …

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