Elliot Herman Cited in Recent Investment News Article
PRW Partner and Chief Investment Officer Elliot Herman was cited in a recent article for Investment News: Investing in the Most Hated Bull Market: When Your Clients Say They Can’t Stomach Stocks Elliot had this to say regarding his views on equities and the markets in general: “I feel that 2008/2009 created a sea change in investor attitudes and that …
Wealth Due To Inheritance
If you’re the beneficiary of a large inheritance, you may find yourself suddenly wealthy. Even if you expected the inheritance, you may be surprised by the size of the bequest or the diverse assets you’ve inherited. You’ll need to evaluate your new financial position, learn to manage your sizable assets, and consider the tax consequences of your inheritance, among other …
PRW’s Elliot Herman Cited in Recent “I Know First” Article on Asset Management for Family Offices
Please click on the link below for Chief Investment Officer Elliot Herman’s most recent citation on the daily stock market forecast website “I Know First”: How do Family Offices Approach Asset Management?
Adjusting to Life Financially After a Divorce
There’s no doubt about it–going through a divorce can be an emotionally trying time. Ironing out a divorce settlement, attending various court hearings, and dealing with competing attorneys can all weigh heavily on the parties involved. In addition to the emotional impact a divorce can have, it’s important to be aware of how your financial position will be impacted. Now, …
PRW Wealth Advisor Christian Stone Earns CFP Certification
Quincy, MA, 5/4/2016 – Christian Stone, CFP®, Wealth Advisor at PRW Wealth Management, LLC in Quincy, MA has been authorized by the Certified Financial Planner Board of Standards (CFP Board) to use the CERTIFIED FINANCIAL PLANNER™ and CFP® certification marks in accordance with CFP Board certification and renewal requirements. Mr. Stone has worked at PRW since 2014 and works with …
Common Factors Affecting Retirement Income
When it comes to planning for your retirement income, it’s easy to overlook some of the common factors that can affect how much you’ll have available to spend. If you don’t consider how your retirement income can be impacted by investment risk, inflation risk, catastrophic illness or long-term care, and taxes, you may not be able to enjoy the retirement …
Investment Commentary – Q1 2016
PRW Wealth Management LLC produces Quarterly Client Letters and Investment Commentaries. Look for one each quarter. Click below to download the PDF for 1st Quarter 2016: Investment Commentary – Q1 2016
Key Numbers 2016 – Tax Reference Numbers at a Glance
Please follow the link below for a helpful tax reference guide with key figures and tax rates for 2016: Key Tax Numbers – 2016
Estate Planning and Income Tax Basis
Income tax basis can be an important factor in deciding whether to make gifts during your lifetime or transfer property at your death. This is because the income tax basis for the person receiving the property depends on whether the transfer is by gift or at death. This, in turn, affects the amount of taxable gain subject to income tax …
Investment Commentary – Q2 2016
Posted Jul 21 2016 by PRW Wealth Management, LLC
PRW Wealth Management LLC produces Quarterly Client Letters and Investment Commentaries. Look for one each quarter. Click below to download the PDF for 2nd Quarter 2016: Investment Commentary – Q2 2016
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