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Meg Gaisford Welborn, GW & Wade Counselor's Blog

The Who, When, What and How of Charitable Giving

October 25, 2018 Authored by Meg Gaisford Welborn, GW & Wade Counselor

Many of our clients give to charitable organizations, but may wonder if there are better ways to maximize the impact of their altruistic efforts, both from their own perspective and that of their organization. If you fall into this camp, this post...

Women & Wealth: Sharing Your Wealth (Part III)

January 10, 2018 Authored 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...

Women & Wealth: Insight for Action (Part II)

December 18, 2017 Authored 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:

Women & Wealth: A View From the Front Line (Part I)

November 16, 2017 Authored by Meg Gaisford Welborn, GW & Wade Counselor

Investing can be overwhelming.......  It consists of a specific and technical language. It exists within a 24 x 7 news cycle of events, far beyond any one person’s control, often with direct impact on your financial well-being. Behavioral...

Women & Wealth: Our Ongoing Event Series

July 21, 2016 Authored by Meg Gaisford Welborn, GW & Wade Counselor

The GW & Wade Women and Wealth team hosted two events this past June, which energized...and engaged all who attended.   

Women & Wealth Wine Tasting: Tune out the Noise and Tune into Your Long-Term Goals

November 29, 2015 Authored by Meg Gaisford Welborn, GW & Wade Counselor

GW & Wade’s Women and Wealth recently hosted a Wine Tasting Event for GWW women clients and guests at Sip in Boston’s Back Bay. The tasting featured 6 wines all created by women vintners. The sommelier discussed the background of each of the...

What’s Your Child's Job Got To Do With a Roth IRA?

October 6, 2014 Authored by Meg Gaisford Welborn, GW & Wade Counselor

A job is a great opportunity for your soon-to-be adult child to get a glimpse at “real” life and responsibility as well as the benefit of earned income. Now that most children are back to school, let’s have a look at one excellent option for long...

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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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