Welch & Forbes Press Room

For all inquiries, please contact Amy Donovan, Chief Marketing Officer, by email at info@welchforbes.com or by phone at 617-557-9800.

PRESS

Welch & Forbes is pleased to announce that John H. Emmons, Jr. has been named President and Charles T. Haydock has been named Chief Investment Officer of the firm.  (The Wall Street Journal Announcement, October 6, 2010)

Welch & Forbes is a Top Ranked Investment Advisor

#18 among the Top 50 national Registered Investment Advisors, and #8 in the Northeast, as featured in Investment News on December 5, 2011.

#17 in the ranking of Top 50 Fee-Only Advisors as reported in Forbes.com, January 13, 2011.

#21 among the area’s largest independent investment advisors, as featured in the Wealth Builders issue of Boston Business Journal, May 13, 2011.

Welch & Forbes is featured in the following article:

January 2011
Forbes
Distinguished by History, Client Focus *

* paid advertisement

PERSPECTIVES

Welch & Forbes periodically publishes financial perspectives and insights.

Frequently Asked Questions about the Tax Relief Act 2010 – A timely discussion about the new estate, gift and generation skipping transfer tax law changes by Steffensen, Herman & Doggett LLC, attorneys-at-law

Economic Outlook & Investment Review – A brief summary of financial events and indicators for 2012, including key investment statistics (January 2012)

Timely Retirement Plan Strategies – "Food for thought" regarding Roth IRAs and retirement planning by Steffensen, Herman & Doggett LLC, attorneys-at-law

Timely and Creative Trust Vehicles (CLAT), Part II – The Charitable Lead Trust as an effective estate planning option / gifting technique by Steffensen, Herman & Doggett LLC, attorneys-at-law

Timely and Creative Trust Vehicles (GRAT), Part I – The Grantor Retained Annuity Trust (GRAT) as an effective estate planning option / gifting technique by Steffensen, Herman & Doggett LLC, attorneys-at-law

ANNOUNCEMENTS

Welch & Forbes is pleased to welcome Drew M. Schneller to our firm.

Welch & Forbes is pleased to announce Charles P. Curtis & Seth G. Gelsthorpe have become members of our firm.

Welch & Forbes is pleased to announce Theodore E. Ober has become a member of the firm.