The Paris Attacks
November 16, 2015

We watched news coverage of the terrorist attacks in Paris with a mixture of horror and dread. The horror was our usual response to terrorism, the...

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Fraud Protection Checklist
February 25, 2015

Cyber fraud continues to escalate and is becoming more sophisticated. These threats take various forms, including email scams (e.g. phishing), where...

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GW & Wade's Viewpoint on Market Volatility
October 21, 2014

“Volatility is up,” said the headlines most of last week.  Really?  With a new week upon us, and the market seeming to be roaring back, let’s see if...

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What’s Your Child's Job Got To Do With a Roth IRA?
October 6, 2014

A job is a great opportunity for your soon-to-be adult child to get a glimpse at “real” life and responsibility as well as the benefit of earned...

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Your Investments: Touch-Screen or Human Touch?
June 18, 2014

Sometimes quiet, sometimes noisy, there is a debate going on in the financial advisory world. What is it about and why should you care?

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Money Talks: Three Tips to Teach Your Teen
May 14, 2014

We’ve all heard the expression, “Love makes the world go round, but money greases the wheels.” While loving your children is your most critical...

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The Trillion Dollar March
April 2, 2014

What does it mean when trillions of dollars are moving in the same direction?

A million used to be a big deal. Now it's a trillion. (So long billion,...

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Tax Considerations For An Equity Exit

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David Brodsky
Kelli Adams