Blog

News

Cybersecurity: What You Need to Know
August 23, 2023
Read our Cybersecurity Guide

Learn how to keep yourself and your data protected from fraudulent schemes.

Continue reading

Economic & Market Commentary Quarterly Commentary

GW & Wade's Q2 2023 Economic & Market Commentary
July 19, 2023
Economy

The delayed effects of monetary tightening and tighter credit availability should dampen U.S. economic growth going forward. However, the...

Continue reading

News

An Update from GW & Wade on the Debt Ceiling Debate
May 24, 2023

In January, GW & Wade addressed the possibility of a government default in the event that Congress and the White House do not agree to increase the...

Continue reading

Economic & Market Commentary Quarterly Commentary

GW & Wade's Q1 2023 Economic & Market Commentary
April 19, 2023
Economy

The economic and financial landscape has changed dramatically over the past weeks due to the banking crisis that began with the failure of...

Continue reading

News

GW & Wade Counselors Recognized with 2023 Boston Magazine's FIVE STAR Wealth Manager Award
March 31, 2023

WELLESLEY, MA-- In the March edition of Boston Magazine, 16 GW & Wade Counselors are recognized with the 2023 Five Star Wealth Manager Award. The...

Continue reading

Economic & Market Commentary

The Debt Ceiling Debate – We’ve Been Here Before
January 27, 2023

Once again, there is potential gridlock in Washington. Representative Kevin McCarthy (CA-R) was finally elected Speaker of the US House of...

Continue reading

Economic & Market Commentary Quarterly Commentary

GW & Wade's Q4 2022 Economic & Market Commentary
January 19, 2023
Economy

As 2022 drew to a close, the year-over-year consumer price index (CPI) in the United States will have averaged about 8%, the highest annual...

Continue reading

Economic & Market Commentary Quarterly Commentary

GW & Wade's Q3 2022 Economic & Market Commentary
October 14, 2022
Economy

A U.S. economy that has contracted for two straight quarters to start the year has more recently appeared to be growing slowly. U.S. consumer...

Continue reading

Investments News

Several States Will Be Issuing Tax Refunds This Fall
October 4, 2022

Despite the turbulent markets, we wanted to share some good news. Several states will be issuing refunds this fall for reasons ranging from excess...

Continue reading

Investments News

GW & Wade Recognized in 2022 for the Fourth Consecutive Year as a Barron's Top RIA Firm
September 29, 2022

Barron’s Top RIA Firm ranking was awarded in October 2022 for the year ending 12/31/2021.WELLESLEY, MA – GW & Wade, LLC is proud to announce that the...

Continue reading
Webinar

Tax Considerations For An Equity Exit

Register Now
blog_6
David Brodsky
team6
Kelli Adams