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Investments News

GW & Wade's Thoughts on Market Volatility
May 19, 2022

We recognize how difficult it is to navigate this challenging market environment with the recent market volatility, the Federal Reserve’s interest...

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Economic & Market Commentary Quarterly Commentary

GW & Wade's Q1 2022 Economic & Market Commentary
April 12, 2022
Economy
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News

GW & Wade Counselors Recognized with 2022 Boston Magazine's FIVE STAR Wealth Manager Award For the Thirteenth Consecutive Year
March 31, 2022

WELLESLEY, MASS. In the March edition of Boston Magazine, 16 GW & Wade counselors are recognized with the 2022 Five Star Wealth Manager Award. The...

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Investments News

State of the Crypto Market & Digital World
March 29, 2022

The team at GW & Wade, like many of you, has been focusing on the war in Ukraine and the unnecessary loss of lives. While we continue to monitor the...

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News

Debit Card Fraud Alert
March 17, 2022

We have been alerted that there is an increase in fraudulent debit card activity resulting from cardholders being scammed into giving personal...

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News

War in Ukraine and the Markets
February 25, 2022

We want to address the global stock market reactions to the unprovoked invasion of Ukraine by Russia.  While most of us feared this was coming, we...

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Financial Planning Tax Planning

Estate and Gift Tax Planning Strategies for 2022
February 8, 2022

Gifting assets to children or grandchildren is a popular strategy you can employ to reduce the taxable burden of your estate, and these gifts can...

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Economic & Market Commentary Quarterly Commentary

GW & Wade's Q4 2021 Economic & Market Commentary
January 10, 2022
Economy

The U.S. economy has continued to grow and add jobs at a strong pace, making steady progress towards the Federal Reserve's goal of maximum...

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Financial Planning Tax Planning

Build Back Better Update & Year-End Tax and Financial Planning Checklist for 2021
December 9, 2021

Like much of the country, the financial services and tax communities have been focused on potential drastic changes to estate and income tax laws on...

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Investments

The New Retirement Story Webinar
December 8, 2021

Most retirement plans are created with one goal: to reach a savings target by the time they reach retirement age. As lifespans continue to increase,...

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Webinar

Tax Considerations For An Equity Exit

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David Brodsky
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Kelli Adams