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from GW & Wade


GW & Wade's Q4 Economic & Market Commentary

The fourth quarter began on an upbeat note for U.S. equity markets as participants responded positively to a deal forged by the U.S. and Canada to salvage NAFTA as a trilateral pact with Mexico, rescuing a three-country, $1.2 trillion open-trade...

2018 Tax Cuts and Jobs Act: What You Need to Know and Do Before Year-End

At the end of 2017, the Tax Cuts and Jobs Act was signed into law. This law made significant changes to our tax code that changed or eliminated many deductions and changed the landscape of tax planning opportunities. As we near year-end, it is...

Midterm Elections - Control of the House Has Changed Hands. Now what?

The change of control in the U.S. House of Representatives is unlikely to have a major impact on the business cycle unless there is a meaningful impact on taxation or spending. We don’t think either is likely. Most of the new laws enacted by the Tax...

The Who, When, What and How of Charitable Giving

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...

529 Plans: They’re Not Just for College Anymore

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...

GW & Wade's Q3 Economic & Market Commentary

U.S. Economy   Recent Developments:  Evidence continued to mount that U.S. economic growth was poised to remain solid in the second half of 2018.  Real GDP appeared set to average a 3% pace during the third quarter, led by continued growth in...

Financial Planning Strategies Every Caregiver & Parent Needs to Know

When you were young, you looked to your parents to take care of you. However, at some point, the tides may change, and it may be your turn to look after your parents’ best interests. Though planning for long-term care may not be a priority now,...

4 Things That Will Shake Up Your Retirement Plan

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...

GW & Wade's Q2 Economic & Market Commentary

U.S. Economy   Recent Developments:  The U.S. economy has been firing on all cylinders, helped along by a strong rebound in household spending, business investment, and surprising strength in net exports. Unemployment continues to fall, wages are...

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

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...

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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.

Get The Guide