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News

Debit Card Fraud Alert
March 17, 2022

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

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News

War in Ukraine and the Markets
February 25, 2022

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...

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Financial Planning Tax Planning

Estate and Gift Tax Planning Strategies for 2022
February 8, 2022

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...

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Economic & Market Commentary Quarterly Commentary

GW & Wade's Q4 2021 Economic & Market Commentary
January 10, 2022
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...

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Financial Planning Tax Planning

Build Back Better Update & Year-End Tax and Financial Planning Checklist for 2021
December 9, 2021

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...

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Investments

The New Retirement Story Webinar
December 8, 2021

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,...

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Economic & Market Commentary Quarterly Commentary

GW & Wade's Q3 2021 Economic & Market Commentary
October 20, 2021
Economy

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

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News

GW & Wade Celebrates 35 Years of Trusted Investment Management, Financial and Tax Planning
September 22, 2021

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

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Economic & Market Commentary Quarterly Commentary

GW & Wade's Q2 2021 Economic & Market Commentary
July 20, 2021
Economy

The economy has gained considerable momentum this spring, as a larger share of the population has been vaccinated and daily new COVID-19...

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News Tax Planning

Potential Estate, Gift, and Income Tax Changes Under the Biden Administration
June 21, 2021

Over the last six months, President Biden has communicated some of the potential tax law changes he considers important. He has also recently sent...

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Webinar

Tax Considerations For An Equity Exit

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David Brodsky
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Kelli Adams