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GW & Wade Counselors Recognized with 2020 Boston Magazine's FIVE STAR Wealth Manager Award For Eleventh Consecutive Year
March 13, 2020

WELLESLEY, MA – In the March edition of Boston Magazine, 15 GW & Wade counselors are recognized with the 2020 Five Star Wealth Manager Award. The...

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News

Avoiding Tax Season Related “Phishing” Scams
March 9, 2020

Each and every tax season, cybercriminals develop new, sophisticated schemes designed to fraudulently obtain payment and personal and financial...

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News

GW & Wade, LLC Names Kelli Adams & Heather Schirmer Mahoney as Firm Principals
February 10, 2020

GW & Wade, LLC, an independently managed financial advisory firm, announces today that Kelli Adams, CFP ®, EA and Heather Schirmer Mahoney, JD...

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News Economic & Market Commentary

Economic Reaction to the Coronavirus
February 4, 2020

After a strong start to the new year, the coronavirus, which originated in China, is causing high levels of investor concern. Despite action by...

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Economic & Market Commentary Quarterly Commentary

GW & Wade's Q4 2019 Economic & Market Commentary
January 21, 2020
 
Markets

Geopolitical risks that dominated the news cycle for much of 2019 subsided a bit during the year’s final quarter.  Trade policy...

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News Retirement

What are the Important Retirement Plan Changes with the SECURE Act?
January 21, 2020

Following passage by both houses of Congress, President Trump signed into law the Setting Every Community Up for Retirement Enhancement (SECURE)...

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Tax Planning

How Should I Gift Money to My Kids & Avoid Taxes in 2019?
December 3, 2019

No doubt you want the best for your children; however, exactly what is the best way to gift money to them? In this post, we discuss the ins and...

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Financial Planning Tax Planning

9 Smart Year-End Financial Moves
November 20, 2019

No matter where you're at in life, it is important to revisit your financial situation before the end of the year. In fact, there are some...

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News

GW & Wade Among America’s Best RIA Firms by Barron’s Magazine
October 17, 2019

WELLESLEY, MA – GW & Wade, LLC is proud to announce that it has been ranked #22 out of the top 50 RIA firms nationwide by Barron’s Magazine....

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Economic & Market Commentary Quarterly Commentary

GW & Wade's Q3 2019 Economic & Market Commentary
October 17, 2019

Markets

U.S. equities generated modest gains in the third quarter amid ongoing growth concerns, uncertainties surrounding U.S.-China trade...

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David Brodsky
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Kelli Adams