We recognize how difficult it is to navigate this challenging market environment with the recent market volatility, the Federal Reserve’s interest...
WELLESLEY, MASS. — In the March edition of Boston Magazine, 16 GW & Wade counselors are recognized with the 2022 Five Star Wealth Manager Award. The...
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...
We have been alerted that there is an increase in fraudulent debit card activity resulting from cardholders being scammed into giving personal...
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...
Financial Planning Tax Planning
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...
Economic & Market Commentary Quarterly Commentary
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...
Financial Planning Tax Planning
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...
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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