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from GW & Wade


GW & Wade Among America’s Best RIA Firms by Barron’s Magazine

WELLESLEY, MA – GW & Wade, LLC is proud to announce that it has been ranked #22 out of the top 50 RIA firms nationwide by Barron’s Magazine. Barron's 2019 Top 50 RIA Firms list recognizes the premier independent advisors in the nation, ranked...

GW & Wade's Q3 2019 Economic & Market Commentary

Markets

What are Alternative Investments?

What are Alternative Investments? The traditional approach to investing in public markets involves, directly or indirectly, taking an ownership position in a publicly traded company or serving as a lender to a corporate or governmental entity....

GW & Wade's Q2 2019 Economic & Market Commentary

The key themes of 2019 continue to be accommodative central banks and the seemingly daily developments surrounding trade relations between the U.S. and its partners.  The U.S. economy has taken a bit of a rollercoaster ride.  Some signals have...

New Massachusetts Short-Term Rental Law Deadline – July 1, 2019

New Massachusetts Short-Term Rental Law Deadline – July 1, 2019 On July 1, 2019, a new law regulating and taxing short-term rentals in Massachusetts will go into effect. This new law expands the state’s hotel and motel tax to include the short-term...

GW & Wade's Q1 2019 Economic & Market Commentary

Optimism returned during the first quarter of 2019, following a difficult fourth quarter during which the S&P 500 Index dropped 13.5%. Boosted by a suddenly dovish Fed and a White House that now seems reluctant to further increase tariffs on China,...

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

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,...

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...

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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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