Choosing a 401(k)

Written by Prio Wealth Advisor, Kelley Ellis and Prio Wealth Relationship Manager, Robert Devinney, CFP® Employees are often presented with an option to save for retirement through their employer’s sponsored retirement plan. New and seasoned employees should review their employer’s retirement plan at least annually to review their contribution options, investment elections and if they […]

Retirement Planning: The Accumulation Years

Written by Prio Wealth’s Director of Financial Planning, Bill Dion, CFP®and Prio Wealth Relationship Manager, Robert Devinney, CFP® When you first enter the workforce, retirement may seem like an abstract idea—one to be considered in the distant future.  Saving for retirement may be low on your list of personal priorities.  However, a clear reason to […]

Five Star Professional Award Winner

Prio Wealth Advisor Recognized with 2022 Boston Magazine’s FIVE STAR Wealth Manager Award Prio Wealth is delighted to share that Kelley Ellis has been named a recipient of the 2022 Five Star Wealth Manager Award. She was also recognized in the March 2022 edition of Boston Magazine with this honor. The Five Star Wealth Manager […]

Should I Pay Off My Mortgage Early?

Written by Prio Wealth Advisor, Kelley Ellisand Prio Wealth Relationship Manager, Robert Devinney, CFP® Collectively, Americans hold about $9.44 trillion of mortgage debt, the largest amount of consumer held debt in the country. It may be natural to want to pay down your mortgage as quickly as possible, especially if retirement is on your horizon. […]

Current Market Update

In light of recent stock market volatility caused by Russia’s recent invasion of Ukraine, we wanted to review how the stock market has performed over previous geopolitical/military events in world history going back to Pearl Harbor in 1941. As the table below illustrates, despite higher initial volatility over the one- and three-month periods after such […]

Prio Wealth’s 10 Tips for Tax Planning in 2022

Written by Prio Wealth’s Director of Financial Planning, Bill Dion, CFP®and Prio Wealth Relationship Manager, Robert Devinney, CFP® 2021 saw an unprecedented level of tax policy legislation be proposed, debated, and voted on but when all was said and done, more provisions stayed the same than were changed, at least for now. Two of the […]

5 Questions to Ask When Considering a New Wealth Advisor

Knowing which questions to ask a wealth advisor will save you time, effort, and money. There are many factors to consider when you’re looking for financial advisory firms in Boston, such as the firm’s history and ownership structure, a typical client experience, financial services offered, investment approach, the culture and people, and how fees are […]

What is ESG and How is it Integrated into Prio Wealth’s Investment Process?

What is ESG in the Context of Sustainable Investing? ESG is an evaluation framework for determining the sustainability of a company’s business in three areas: Environmental (E), Social (S) and Governance (G). The underlying premise of ESG is simple: Companies that fail to engage in sustainable business practices are likely to lose their value over […]

Prio Wealth’s Financially Focused Reading List

What We Are Reading, Listening and Viewing: Financially Focused Books and Media for New-ish Investors A question we frequently hear from clients that may be newer to the investment and financial advisory world is often, “What are you reading these days?” Therefore, we thought it would be helpful to put together a brief list of […]

Considerations for Year-End Charitable Giving

If you are planning for charitable gifts, we want to help you give in the most efficient ways.  It is important to consider how to give, what to give and when to give.  Some financial advantages of charitable giving include an immediate reduction in estate size, a potential income tax deduction for lifetime gifts, and […]