GW & Wade Stands Apart Among Established Wealth Management Firms
June 6, 2016

There’s a new flag flying over our office in Wellesley, Massachusetts. It’s modest in size—just a few feet square. The flag is a 30th birthday...

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Avoiding IRS Scam Artists
February 22, 2016

We want to alert you to an increase in fraudulent calls from people purporting to be Internal Revenue Service (IRS) agents. These callers can be...

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Looking Back and Looking Ahead
January 21, 2016

Several of the most volatile weeks in the history of the stock market are behind us. To offer some perspective, let’s take a look back before we look...

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Women & Wealth Wine Tasting: Tune out the Noise and Tune into Your Long-Term Goals
November 29, 2015

GW & Wade’s Women and Wealth recently hosted a Wine Tasting Event for GWW women clients and guests at Sip in Boston’s Back Bay. The tasting featured...

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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 we...

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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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Tax Considerations For An Equity Exit

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David Brodsky
Kelli Adams