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News Economic & Market Commentary

GW & Wade’s Perspective on the Current Market
March 26, 2020
Interesting times.” How often have we heard this over the last several weeks?

 

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News Tax Planning

UPDATE - IRS Tax Announcement
March 20, 2020

3/20/20 — Today, the IRS announced that the deadline for filing Federal 2019 tax returns and payments for all filers is postponed until July 15,...

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News Economic & Market Commentary

An Important Message From GW & Wade Regarding COVID-19
March 14, 2020

As the impact of COVID-19 (coronavirus) becomes clear, we want to assure you that we at GW & Wade are taking active measures to protect the...

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News

GW & Wade Counselors Recognized with 2020 Boston Magazine's FIVE STAR Wealth Manager Award For Eleventh Consecutive Year
March 13, 2020

WELLESLEY, MA – In the March edition of Boston Magazine, 15 GW & Wade counselors are recognized with the 2020 Five Star Wealth Manager Award. The...

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News

Avoiding Tax Season Related “Phishing” Scams
March 9, 2020

Each and every tax season, cybercriminals develop new, sophisticated schemes designed to fraudulently obtain payment and personal and financial...

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News

GW & Wade, LLC Names Kelli Adams & Heather Schirmer Mahoney as Firm Principals
February 10, 2020

GW & Wade, LLC, an independently managed financial advisory firm, announces today that Kelli Adams, CFP ®, EA and Heather Schirmer Mahoney, JD...

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News Economic & Market Commentary

Economic Reaction to the Coronavirus
February 4, 2020

After a strong start to the new year, the coronavirus, which originated in China, is causing high levels of investor concern. Despite action by...

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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...

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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)...

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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...

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