Aligning Your Estate Plan to Your Values

Written by Prio Wealth Relationship Manager, Robert Devinney, CFP®, ChFC® What is Estate Planning? Estate planning is a process that varies from person to person and family to family. It constitutes what happens with your property after you die. Your mortality may sound like an uncomfortable thing to plan for, but having a clear and established […]

October is Cybersecurity Awareness Month

October is Cybersecurity Awareness Month.  This year the Cybersecurity & Infrastructure Security Agency’s (“CISA”) campaign, “See Yourself in Cyber” demonstrates that while cyber security may seem like a complex subject, ultimately, it’s really about people.  Their website has great resources to learn more about how to reduce cybersecurity threats and protect yourself online:  https://www.cisa.gov/cybersecurity-awareness-month Prio […]

Financial Advisor Magazine Includes Prio Wealth in Annual Ranking

We are proud to announce that Prio Wealth has earned a place on Financial Advisor Magazine’s 2022 RIA Survey & Ranking List. Released annually, Financial Advisor’s list recognizes the top registered investment advisory (RIA) firms across the country by size and a variety of other factors. This is the sixteenth annual ranking of independent advisory […]

The 4% Rule

Written by Prio Wealth Relationship Manager, Robert Devinney, CFP®, ChFC® One of the most common questions we get from retirees is, “how much can I be withdrawing from my portfolio every year?” Unfortunately, there is not one single, or easy, answer to this question. We know that every client has different needs, lifestyles, and goals – […]

Prio Wealth Included in Boston Business Journal’s List of Largest Independent Investment Advisors in Massachusetts for 2022

We are proud to announce that Prio Wealth has earned a place on the Boston Business Journal’s 2022 list of the largest independent investment advisers in Massachusetts. Released annually, the BBJ’s list ranks the largest independent investment advisory firms in Massachusetts by assets under management. Experiencing continued growth through our collaborative approach to financial life […]

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 […]

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 Ellis and 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 […]

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 […]