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Category Archive for: ‘PRW News’

Elliot Herman cited in FORTUNE and CNBC Articles

Elliot Herman is quoted in the fortune.com article The Fed just raised rates by half a point. Here’s what financial advisers think you should do with your money by Megan Leonhardt and also in the cnbc.com article Here’s who should consider filing a tax extension and how to do it by Kate Dore   The Fed just raised rates by a half point. …

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Tax Updates – 2022

It’s tax season again! For your convenience, we provide you with updated tax rates and withholdings each year. As always, we are here to help with your wealth planning needs and look forward to hearing from you. 2022 Tax Updates

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PRW and the Boston Philharmonic Orchestra

Janice Forgays, Esq., AEP®, CLU®, PRW’s Estate and Wealth Management Counsel, is honored to serve on the Board of Trustees of the Boston Philharmonic and Boston Philharmonic Youth Orchestras. PRW is proud to be a supporter of this world renowned organization which offers passionate music making without boundaries through concerts, music education, life lessons through music interpretation and other activities …

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Democrat’s Budget Reconciliation Bill: Fact and Fiction

It is impossible to turn on the television, pick up a paper, or go on the Internet without reading or hearing something about the Democrat’s Budget Reconciliation Bill. In light of the House vote scheduled for Thursday, we thought it important to provide you with both content and context.     Democrat’s Budget Reconciliation Bill: Fact and Fiction   A …

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Investment Commentary – Q3 2021

We are pleased to share our thoughts on the most recent market quarter. PRW Quarterly Investment Letter Q3 2021

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Investment Commentary – Q1 2021

We are pleased to share our thoughts on the most recent market quarter.   PRW Quarterly Investment Commentary Q1 2021

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Investment Commentary – Q4 2020

We are pleased to share our thoughts on the most recent quarter. PRW Quarterly Investment Letter Q4 2020

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Elliot Herman cited in MarketWatch.com Article

Elliot Herman is quoted in MarketWatch.com article: What top financial advisers will tell you about creating a lasting legacy for the important people and causes in your life by Morey Stettner. https://www.marketwatch.com/story/how-to-talk-with-your-financial-adviser-about-estate-planning-and-providing-for-your-family-after-death-2020-07-31

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Market Thoughts – August 2020

Dear Friends and Colleagues, We thought it might be a good time for a check in to address some of the questions we have entertained from our last update in July.  Markets have moved higher over the last few weeks while headlines continue to suggest that we have a long way to go in the climb to recovery.  While many of the items we highlighted …

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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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