GW & Wade's Q2 Economic & Market Commentary

07/17/2018 By The GW & Wade Investment Committee

U.S. Economy  

Will You Be Ready to Retire? What You Need to Be Saving in Your 20s, 30s, 40s, 50s & Beyond

06/20/2018 By Eric H. Rosenberg, GW & Wade Principal

57% of workers say saving for retirement is their top financial priority and close to 59% expect their standard of living in their golden years to be the same or even better[1]. Yet Americans give themselves a C when it comes to preparing for retirement[2]. Most Americans save under 5% of their after-tax income each year for retirement according to the U.S. Bureau of Economic Analysis[3].

Ins & Outs of Blockchain & Cryptocurrencies

04/03/2018 By Anthony Kosinski, GW & Wade Associate

It’s likely you have seen a lot of commentary regarding blockchain technology and cryptocurrencies. Yet, many individual investors have a difficult time understanding these new technologies and their relevancy. Beyond the hype, we think there is some validity surrounding these trends. However, what remains to be seen is whether they’ll be revolutionary, game-changing technologies.

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?

Women & Wealth: Sharing Your Wealth (Part III)

01/10/2018 By Meg Gaisford Welborn, GW & Wade Counselor

Women and Wealth: Parts I and II focused on getting your “financial house” in order. These posts offered our suggestions for improving financial literacy for women – with insight into cash flow and the importance of diversifying asset groups in your portfolio. In this post, we turn to other financial goals: taking care of your family through effective and tax-efficient gifting.

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.

Women & Wealth: Insight for Action (Part II)

12/18/2017 By Meg Gaisford Welborn, GW & Wade Counselor

What do women want to understand about wealth? What better way to understand than to ask them? So we did. Here is what some of our clients said:

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