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Award-Winning Advisor, Debra Brede, to Join GW & Wade, LLC
February 2, 2021

Brede’s talented team, experience, and insight will strengthen GW & Wade’s presence in the Northeast.

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Economic & Market Commentary Quarterly Commentary

GW & Wade's Q4 2020 Economic & Market Commentary
January 19, 2021
Economy

The longest U.S. expansion came to an abrupt halt in March as the novel coronavirus swept across the country. While the economic recovery...

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News Tax Planning

What You Need to Know About the Angel Investor Tax Credit (AITC) in Massachusetts
December 30, 2020

The Angel Investor Tax Credit program is offered to investors that fund early-stage companies engaged in life sciences research and development,...

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Financial Planning Tax Planning Charitable Giving

Ten Important Year-End Tax, Financial & Legal Tips for 2020
December 4, 2020

With the 2020 Presidential election behind us and the end of the year fast approaching, no time is better than the present to review your...

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News

GW & Wade Among America’s Best RIA Firms by Barron’s Magazine
November 24, 2020

WELLESLEY, MA – GW & Wade, LLC is proud to announce that it has once again been recognized as a Barron’s Top RIA firm nationwide for 2020....

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Financial Planning Wealth Management

Fraudulent Unemployment Benefit Claims
November 6, 2020

Seizing upon overwhelmed state unemployment agencies, identity thieves have been aggressively filing fraudulent unemployment benefit claims...

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Economic & Market Commentary Quarterly Commentary

GW & Wade's Q3 2020 Economic & Market Commentary
October 19, 2020
U.S. Economy

Recent Developments: After a rollercoaster ride in the spring and summer, the U.S. economy appears to be entering a flatter stretch...

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News

How Presidential Elections Affect the Markets
September 29, 2020

With the US presidential election only weeks away, investors are questioning how the consequences of the 2020 election will affect their...

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Women & Wealth

Women & Wealth: Interview - How to Face Uncertainty and Move Forward
August 10, 2020

Our Women & Wealth series offers insights about the multi-faceted relationship women have with money, career, managing their finances, and how...

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Economic & Market Commentary Quarterly Commentary

GW & Wade's Q2 2020 Economic & Market Commentary
July 14, 2020
U.S. Economy

Recent Developments: Beginning in mid-March, economic activity fell at an unprecedented speed in response to the outbreak of...

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