The Estate Tax May Come and Go (and come back again) But Estate Planning is Here to Stay
Will estate taxes be reduced or eliminated in the near future? No one knows for sure. What we do know is that a change in the estate tax does not change the need for comprehensive estate planning. Please follow the link below for an estate planning article from PRW’s Estate and Wealth Management Counsel, Janice Forgays, JD, CLU. The Estate …
Elliot Herman Cited in 12/5/16 CNBC Article on Hedge Funds
Should hedge funds still play a role in portfolios? CNBC.com asked several advisors to offer the pros and cons — in their opinion — and found that, while many are lukewarm about hedge funds per se, they still have a strong interest in employing hedged strategies. Please click on the following link for a recent citation on CNBC.com of …
PRW – Post Election Update
Please click on the following link for a post-election update from Bill, Rick & Elliot: PRW – Post Election Update 11/17/16
Investment Commentary – Q3 2016
PRW Wealth Management LLC produces Quarterly Client Letters and Investment Commentaries. Look for one each quarter. Click below to download the PDF for 3rd Quarter 2016: Investment Commentary – Q3 2016
Elliot Herman Cited in 9/13/16 CNBC Article on Market Volatility
Market volatility has reappeared and if the whipsaw has scared you, it may be time to re-evaluate your portfolio. Please click on the following link for a recent citation on CNBC.com of PRW Wealth Management’s Chief Financial Officer Elliot Herman: Prepare Your Portfolio For More Volatility
What Are My Health-Care Options if I Retire Early?
The following article prepared by Broadridge Investor Communication Solutions provides some helpful tips to navigate one’s post-retirement health-care options: What Are My Health-Care Options if I Retire Early?
Ten Year-End Tax Tips for 2016
Here are 10 things to consider as you weigh potential tax moves between now and the end of the year: Ten Year-End Tax Tips for 2016
Top Ways You Can Prevent Identity Theft
Identity theft is a topic that doesn’t stand still because new ways to steal your personal information—and access your money and credit—crop up every day. Keep in mind that the companies keeping your information don’t always have to notify you if it has been stolen. Here are some basic ways to keep your information safe: Top Ways You Can Prevent …
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 …
Investment Commentary – Q4 2016
Posted Jan 19 2017 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 4th Quarter 2016: Investment Commentary – Q4 2016
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