The Latest Thinking
from GW & Wade

Robert J. Emens, GW & Wade Principal's Blog

Based in Palo Alto, CA, Rob Emens began his career with GW & Wade in 1997 specializing in investment management, financial counseling and tax planning. Prior to joining GW & Wade, Rob worked at a Boston-area firm providing tax, estate and financial services to high net worth individuals.

529 Plans: They’re Not Just for College Anymore

October 22, 2018 Authored by Robert J. Emens, GW & Wade Principal

Have you heard about the recent changes to 529 education plans? The benefits under 529 plans have expanded for 2018, and beyond. Now parents and grandparents are in a better position to help their children plan ahead for education expenses and...

Subscribe to Our Newsletter

Stay up to date with the latest wealth management commentary and insights. Sign up for the quarterly GW & Wade newsletter.

Recent Posts

Year_End_Planning_Cover

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.

Get The Guide