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Financial Planning

2018 Tax Cuts and Jobs Act: What You Need to Know and Do Before Year-End
December 11, 2018

At the end of 2017, the Tax Cuts and Jobs Act was signed into law. This law made significant changes to our tax code that changed or eliminated...

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Midterm Elections - Control of the House Has Changed Hands. Now what?
November 12, 2018

The change of control in the U.S. House of Representatives is unlikely to have a major impact on the business cycle unless there is a meaningful...

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Charitable Giving

The Who, When, What and How of Charitable Giving
October 25, 2018

Many of our clients give to charitable organizations, but may wonder if there are better ways to maximize the impact of their altruistic efforts,...

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529 Plans: They’re Not Just for College Anymore
October 22, 2018

Have you heard about the recent changes to 529 education plans? The benefits under 529 plans have expanded for 2018, and beyond. Now parents and...

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Economic & Market Commentary

GW & Wade's Q3 Economic & Market Commentary
October 15, 2018

U.S. Economy  

Recent Developments: 

Evidence continued to mount that U.S. economic growth was poised to remain solid in the second half of...

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Financial Planning Strategies Every Caregiver & Parent Needs to Know
September 15, 2018

When you were young, you looked to your parents to take care of you. However, at some point, the tides may change, and it may be your turn to look...

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Retirement Life Events

4 Things That Will Shake Up Your Retirement Plan
August 31, 2018

While the media tends to focus on the many Americans who are completely unprepared for retirement, not every household has postponed a retirement...

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Economic & Market Commentary

GW & Wade's Q2 Economic & Market Commentary
July 17, 2018

U.S. Economy  

Recent Developments: 

The U.S. economy has been firing on all cylinders, helped along by a strong rebound in household spending,...

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Retirement

Will You Be Ready to Retire? What You Need to Be Saving in Your 20s, 30s, 40s, 50s & Beyond
June 20, 2018

57% of workers say saving for retirement is their top financial priority and close to 59% expect their standard of living in their golden years to...

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Financial Planning Wealth Management

Ins & Outs of Blockchain & Cryptocurrencies
April 3, 2018

It’s likely you have seen a lot of commentary regarding blockchain technology and cryptocurrencies. Yet, many individual investors have a...

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David Brodsky
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Kelli Adams