Five Star’s awards were made in February 2022 based on data gathered from 2021.

WELLESLEY, MASS. — In the March edition of Boston Magazine, 16 GW &...

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...

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

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...

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...

Economy

The U.S. economy has continued to grow and add jobs at a strong pace, making steady progress towards the Federal Reserve's goal of maximum...

Like much of the country, the financial services and tax communities have been focused on potential drastic changes to estate and income tax laws on...

Most retirement plans are created with one goal: to reach a savings target by the time they reach retirement age. As lifespans continue to increase,...

Economy

The U.S. and European economies slowed in September as supply-chain bottlenecks and worries over the COVID-19 Delta variant weighed on...

Wellesley, MA — GW & Wade, LLC, the independently managed financial advisory firm with approximately $8 billion of assets under management¹, is...