Massachusetts Tax Relief Package Signed into Law
Written by Prio Wealth’s Director of Financial Planning, Bill Dion, CFP® Massachusetts Introduces Tax Relief It’s been decades since the MA Legislature has both introduced and supported a broad tax relief package with impactful changes across the wealth spectrum. But, positioned as a bill to “Improve the Commonwealth’s Competitiveness, Affordability, and Equity” it gained widespread […]
Prio Wealth’s 10 Tips for Tax Planning in 2023
Written by Prio Wealth’s Director of Financial Planning, Bill Dion, CFP®and Prio Wealth Relationship Manager, Robert Devinney, CFP® Two things dominated the financial and economic landscape in the United States in 2022 – down markets and inflation. Paired together, these did damage to every family’s ability to save, spend and sleep across the globe. While […]
The Lessons of Crypto
February 16, 2023 Written by Paul Stringer, Managing Director and Chief Investment Officer of Equities at Prio Wealth After a plunge in the price of Bitcoin last year and the popping of the speculative cryptocurrency bubble, it is instructive to review the original drawbacks of cryptocurrency and examine what lessons were learned from the crash. […]
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 […]