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Avoiding Tax-Season Scams During  the Pandemic
March 18, 2021

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 Counselors Recognized with 2021 Boston Magazine's FIVE STAR Wealth Manager Award For the Twelfth Consecutive Year
March 15, 2021

WELLESLEY, MASS. In the March edition of Boston Magazine, 17 GW & Wade counselors are recognized with the 2021 Five Star Wealth Manager Award....

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Ryan Bartholomew, JD, LL.M named Firm Principal
March 2, 2021

WELLESLEY, MASS. (PRWEB) FEBRUARY 24, 2021 GW & Wade, LLC, an independently managed financial advisory firm, is pleased to announce that Ryan...

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Award-Winning Advisor, Debra Brede, to Join GW & Wade, LLC
February 2, 2021

Brede’s talented team, experience, and insight will strengthen GW & Wade’s presence in the Northeast.

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Economic & Market Commentary Quarterly Commentary

GW & Wade's Q4 2020 Economic & Market Commentary
January 19, 2021
Economy

The longest U.S. expansion came to an abrupt halt in March as the novel coronavirus swept across the country. While the economic recovery...

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News Tax Planning

What You Need to Know About the Angel Investor Tax Credit (AITC) in Massachusetts
December 30, 2020

The Angel Investor Tax Credit program is offered to investors that fund early-stage companies engaged in life sciences research and development,...

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Financial Planning Tax Planning Charitable Giving

Ten Important Year-End Tax, Financial & Legal Tips for 2020
December 4, 2020

With the 2020 Presidential election behind us and the end of the year fast approaching, no time is better than the present to review your...

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News

GW & Wade Among America’s Best RIA Firms by Barron’s Magazine
November 24, 2020

WELLESLEY, MA – GW & Wade, LLC is proud to announce that it has once again been recognized as a Barron’s Top RIA firm nationwide for 2020....

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Financial Planning Wealth Management

Fraudulent Unemployment Benefit Claims
November 6, 2020

Seizing upon overwhelmed state unemployment agencies, identity thieves have been aggressively filing fraudulent unemployment benefit claims...

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Economic & Market Commentary Quarterly Commentary

GW & Wade's Q3 2020 Economic & Market Commentary
October 19, 2020
U.S. Economy

Recent Developments: After a rollercoaster ride in the spring and summer, the U.S. economy appears to be entering a flatter stretch...

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