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Investments News

GW & Wade Recognized as the Fastest-Growing RIA Firm in Massachusetts in Citywire’s “50 Growers Across America” List for 2022
July 21, 2022

WELLESLEY, MA – GW & Wade, LLC is proud to announce that the firm has been recognized as the fastest-growing RIA firm in Massachusetts in Citywire’s...

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Economic & Market Commentary Quarterly Commentary

GW & Wade's Q2 2022 Economic & Market Commentary
July 18, 2022
Economy
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Investments News

Resisting Timing the Market
May 31, 2022

Our last communication stressed the importance of staying the course and not reacting to the market swings (although, admittedly at times the swings...

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Investments News

GW & Wade's Thoughts on Market Volatility
May 19, 2022

We recognize how difficult it is to navigate this challenging market environment with the recent market volatility, the Federal Reserve’s interest...

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Economic & Market Commentary Quarterly Commentary

GW & Wade's Q1 2022 Economic & Market Commentary
April 12, 2022
Economy
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News

GW & Wade Counselors Recognized with 2022 Boston Magazine's FIVE STAR Wealth Manager Award For the Thirteenth Consecutive Year
March 31, 2022

WELLESLEY, MASS. In the March edition of Boston Magazine, 16 GW & Wade counselors are recognized with the 2022 Five Star Wealth Manager Award. The...

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Investments News

State of the Crypto Market & Digital World
March 29, 2022

The team at GW & Wade, like many of you, has been focusing on the war in Ukraine and the unnecessary loss of lives. While we continue to monitor the...

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News

Debit Card Fraud Alert
March 17, 2022

We have been alerted that there is an increase in fraudulent debit card activity resulting from cardholders being scammed into giving personal...

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News

War in Ukraine and the Markets
February 25, 2022

We want to address the global stock market reactions to the unprovoked invasion of Ukraine by Russia.  While most of us feared this was coming, we...

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Financial Planning Tax Planning

Estate and Gift Tax Planning Strategies for 2022
February 8, 2022

Gifting assets to children or grandchildren is a popular strategy you can employ to reduce the taxable burden of your estate, and these gifts can...

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David Brodsky
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Kelli Adams