Blog

Economic & Market Commentary

GW & Wade's Q4 2019 Economic & Market Commentary
January 21, 2020
 
Markets

Geopolitical risks that dominated the news cycle for much of 2019 subsided a bit during the year’s final quarter.  Trade policy...

Continue reading

News Retirement

What are the Important Retirement Plan Changes with the SECURE Act?
January 21, 2020

Following passage by both houses of Congress, President Trump signed into law the Setting Every Community Up for Retirement Enhancement (SECURE)...

Continue reading

Tax Planning

How Should I Gift Money to My Kids & Avoid Taxes in 2019?
December 3, 2019

No doubt you want the best for your children; however, exactly what is the best way to gift money to them? In this post, we discuss the ins and...

Continue reading

Financial Planning Tax Planning

9 Smart Year-End Financial Moves
November 20, 2019

No matter where you're at in life, it is important to revisit your financial situation before the end of the year. In fact, there are some...

Continue reading

News

GW & Wade Among America’s Best RIA Firms by Barron’s Magazine
October 17, 2019

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....

Continue reading

Economic & Market Commentary

GW & Wade's Q3 2019 Economic & Market Commentary
October 17, 2019

Markets

U.S. equities generated modest gains in the third quarter amid ongoing growth concerns, uncertainties surrounding U.S.-China trade...

Continue reading

Investments

What are Alternative Investments?
August 19, 2019
What are Alternative Investments?

The traditional approach to investing in public markets involves, directly or indirectly, taking an ownership...

Continue reading

Economic & Market Commentary

GW & Wade's Q2 2019 Economic & Market Commentary
July 16, 2019

The key themes of 2019 continue to be accommodative central banks and the seemingly daily developments surrounding trade relations between the...

Continue reading

Financial Planning

New Massachusetts Short-Term Rental Law Deadline – July 1, 2019
June 6, 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...

Continue reading

Economic & Market Commentary

GW & Wade's Q1 2019 Economic & Market Commentary
April 11, 2019

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...

Continue reading
Webinar

Tax Considerations For An Equity Exit

Register Now
blog_6
David Brodsky
team6
Kelli Adams