Welch & Forbes Press Room

For all inquiries, please contact Amy Donovan, Chief Marketing Officer, by email at info@welchforbes.com or by phone at 617-523-1635.

PRESS

Welch & Forbes is a Top Ranked Investment Advisor

#13 among the top 50 national Registered Investment Advisors, and #7 in the Northeast, as featured in Investment News on May 31, 2010.

#15 in the ranking of Top 50 Fee-Only Advisors as reported in Forbes.com, March 29, 2010

#19 among the area’s largest independent investment advisors, as featured in the Wealth Builders issue of Boston Business Journal, June 25, 2010.

Welch & Forbes is featured in the following articles:

October, 2008
Kiplinger’s and Smart Money
Building on a Wealth of Experience *

February 2008
Forbes
Preserving and Building Family Wealth for 170 Years *

* paid advertisements

PERSPECTIVES

Welch & Forbes periodically publishes financial perspectives and insights.

Thoughts from Old City Hall – "Run Forrest, Run." A timely discussion of investment issues (December 2009)

Economic Outlook & Investment Review – A brief summary of financial events and indicators for 2010, including key investment statistics July 2010)

Lending and Borrowing: Oiling the Economic Engine of Our Times – How debt and credit have affected the markets to date and what it means for our economy (January 2009)

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.