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Laurie Wexler Gerber, GW & Wade Client Development Manager's Blog

Laurie has been working in GW & Wade’s Business Development department for the past 10 years. Based in our Wellesley office, Laurie’s responsibilities include spearheading GW & Wade’s Women and Wealth initiative, new client development, marketing communications and partnerships nationwide, client loyalty and retention, and managing all company events and community involvement.

Women & Wealth: Interview with Group Nine Media President, Christa Carone

March 12, 2019 Authored by Laurie Wexler Gerber, GW & Wade Client Development Manager

Our Women & Wealth series offers insights about the multi-faceted relationship women have with money, career, managing their finances, and how that all affects their personal lives and families. This month, I was honored to interview Christa Carone,...

4 Things That Will Shake Up Your Retirement Plan

August 31, 2018 Authored by Laurie Wexler Gerber, GW & Wade Client Development Manager

While the media tends to focus on the many Americans who are completely unprepared for retirement, not every household has postponed a retirement savings agenda until midlife. According to a Princeton Research Associates survey[1], about 10 percent...

What You Need to Know About the New Tax Bill

December 20, 2017 Authored by Laurie Wexler Gerber, GW & Wade Client Development Manager

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...

The Equifax Data Breach

September 11, 2017 Authored by Laurie Wexler Gerber, GW & Wade Client Development Manager

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...

5 Steps to a Financially Sustainable Retirement

May 30, 2017 Authored by Laurie Wexler Gerber, GW & Wade Client Development Manager

While there are many unknowns that can impact retirement plans along the course of a career, planning for retirement as soon as possible is the surest way to realize your retirement goals.

Market Tops and Bottoms

March 20, 2017 Authored by Laurie Wexler Gerber, GW & Wade Client Development Manager

There has been much discussion recently in the financial press about whether the stock market is reaching its peak. We at GW & Wade are not in the business of predicting market moves. For example, who could have foreseen the market run-up after the...

DIY Financial Planning vs. Working with an Advisor

February 7, 2017 Authored by Laurie Wexler Gerber, GW & Wade Client Development Manager

Are you considering hiring a financial advisor to help put your financial affairs in order? Or, are you managing everything yourself? According to one study, most individuals surveyed saw tremendous value in receiving professional financial advice....

Robo Advisors vs. Financial Advisors: Who’s Minding Your Money?

November 17, 2016 Authored by Laurie Wexler Gerber, GW & Wade Client Development Manager

Robo advisors vs. financial advisors (the living, breathing kind): it’s a comparison that has captured a lot of attention in recent months. And although the question of trusting one’s portfolio to an online tool may seem like a non-issue for...

President-Elect Trump’s Unlikely Victory

November 9, 2016 Authored by Laurie Wexler Gerber, GW & Wade Client Development Manager

With the election of Donald Trump, we enter uncharted territory that extends beyond financial markets. Will the new President really order the building of a wall across our Southern border? Will he introduce legislation that will nullify the...

The Hidden Costs of a Divorce: Expert Advice on Key Financial Considerations

October 11, 2016 Authored by Laurie Wexler Gerber, GW & Wade Client Development Manager

In 2014, more than 4.2 million Americans got married. And more than 1.6 million got divorced [i]. That means a lot of families are dealing with significant, often unexpected financial consequences. Their questions and concerns about some unforeseen...

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Year-End Financial Planning: 5 Strategies to Help Avoid Financial Landmines

Are you making the best decisions possible before heading into the new year? Find out. This guide highlights some of the most important financial strategies to consider before year-end, helping you to maximize your financial situation and minimize lost opportunities.

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