PRW News

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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Elliot Herman cited in Reuters Article

Elliot Herman is quoted in the Reuters article: Global ETFs draw record inflows in first half of 2021 by Gaurav Dogra, Patturaja Murugaboopathy Global ETFs draw record inflows in first half of 2021 | Reuters

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Investment Commentary – Q2 2021

We are pleased to share our thoughts on the most recent market quarter. PRW Quarterly Investment Letter Q2 2021

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“Bobby Bonilla Day”, and the Power of Deferred Income Annuities

Any friend of the firm who has received one of our monogrammed‐logo baseballs can probably attest to the importance of America’s national pastime to the PRW team. Two team members hold the distinction of having been drafted by professional baseball organizations (Rick Renwick, CUBS 1979 and Ted Dziuba, METS 2006) prior to their careers in Finance, and although an unfortunate …

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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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“Gaming the Market” Article

Last week, we fielded questions about the wild trading activity in GameStop (GME) stock. Several other stocks were also the subject of wild swings but GME was the poster child. We watched this continuing battle from the sidelines, with keen interest. On one side is the hedge fund crowd who has made a bearish bet on a company with a …

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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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