3 Steps to Financial Empowerment for Women

03/07/2018 By Kelli A. Adams, GW & Wade Counselor

Think for a moment about the word “empowerment.”  What does it mean to you? 

GW & Wade's Commentary on Market Volatility

02/09/2018 By David L. Brodsky, GW & Wade Principal

Markets rise, markets fall – Is this time different? 

The recent return of market volatility has unnerved investors. We offer the following commentary on staying the course and not making sudden changes to your portfolio.

Through January, the equity markets had been exceptionally and unusually strong for years. The S&P 500 Index climbed over 200% since March 2009. In January of this year alone, it gained 5.6%. Other markets followed suit, with the Dow up 5.8% and the Nasdaq Composite..

Should You Pay Off a Mortgage Early or Invest the Money?

02/05/2018 By Timothy Pinch, GW & Wade Principal

Mortgages are often referred to as good debt. However, when faced with the opportunity to pay off your mortgage early or invest your money in the financial markets, which option should you choose?

4 Useful Financial Resolutions for 2018

01/03/2018 By Eric H. Rosenberg, GW & Wade Principal

Now that 2018 is here, it’s time to start thinking about your financial resolutions.

Financial reflection is certainly not limited to January. Still, it is a popular time when life slows down from the bustle of the holidays and the early weeks of the new year, freeing you up to plan for the year to come. Committing to the following four resolutions will help to strengthen your 2018 financial situation.

What You Need to Know About the New Tax Bill

12/20/2017 By Laurie Wexler Gerber

As we approach year-end, Congress has passed a new tax bill that will dramatically change the tax code beginning in 2018. The major changes include new tax brackets, lower top marginal tax rates, and significant changes to taxpayer deductions. For many taxpayers, filing your taxes will become less cumbersome and result in lower taxes. Some may see no change or worse: an increase.

7 Smart Year-End Financial Moves

12/04/2017 By Robert F. Bodio, Jr., GW & Wade Principal

No matter where you’re at in life, it’s important to revisit your financial situation before the end of the year. In fact, there are some financial moves that need to occur by December 31 or you run the risk of losing savings and missing tax deductions. Also, there are a handful of legal considerations that we encourage you to ponder.

College Admission: What Factors Matter Most & Why?

09/20/2017 By Heather Ayres, Former Wellesley College Admission Director

A growing U.S. population of 18- to 24-year-olds with high school diplomas means that more students than ever are applying to college. In fact, the National Association of College Admission Counselors found that the number of first-time freshman applicants to college continues to increase. Between the Fall 2014 and Fall 2015 admission cycles, the number of applications from first-time freshmen increased 6 percent.[1]

The Equifax Data Breach

09/11/2017 By Laurie Wexler Gerber

Last Friday, Equifax announced a data breach that potentially affects approximately 143 million U.S. consumers. The company believes the unauthorized access occurred from mid-May through July 2017 and that the information accessed primarily included names, Social Security numbers, birth dates, addresses and, in some instances, driver’s license numbers.

The Allowance Conundrum: Strategies to Help Teach Kids the Value of Money

09/05/2017 By Kelli A. Adams, GW & Wade Counselor

Are you contemplating or currently giving your children an allowance? You're not alone. In fact, roughly seven in 10 parents give their children an allowance[i]. For many parents, teaching children the value of money by using an allowance can be quite challenging.

Financial Literacy 101: A Back-to-School Checklist for College Students

08/02/2017 By Gerry Polcari

Is your child headed to college this fall? Then no doubt you’ve been to Bed Bath & Beyond to fulfill the dorm room checklist that came courtesy of residence life. In the grand scheme of things, financial literacy is much more important than mini fridges and shower caddies.

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