3 Steps to Financial Empowerment for Women

03/07/2018 By Kelli A. Adams, GW & Wade Counselor

Think for a moment about the word “empowerment.”  What does it mean to you?Can you think of a time in your life when you felt empowered? 

When I hear the word empowerment, and specifically how it applies to women, I think of a strong, confident woman who is in control of a situation. It’s knowing exactly what she wants and following a plan to achieve that goal. When she feels empowered in her financial life, it allows her to make more confident decisions as it pertains to earning, spending,..

GW & Wade's Commentary on Market Volatility

02/08/2018 By David Brodsky, GW & Wade Principal

Markets rise, markets fall – Is this time different? 

The recent return of market volatility has unnerved investors. We offer the following commentary on staying the course and not making sudden changes to your portfolio.

Through January, the equity markets had been exceptionally and unusually strong for years. The S&P 500 Index climbed over 200% since March 2009. In January of this year alone, it gained 5.6%. Other markets followed suit, with the Dow up 5.8% and the Nasdaq Composite..

Should You Pay Off a Mortgage Early or Invest the Money?

02/05/2018 By Timothy Pinch

Mortgages are often referred to as good debt. However, when faced with the opportunity to pay off your mortgage early or invest your money in the financial markets, which option should you choose?

Women & Wealth: Sharing Your Wealth (Part III)

01/10/2018 By Meg Gaisford Welborn, GW & Wade Counselor

Women and Wealth: Parts I and II focused on getting your “financial house” in order. These posts offered our suggestions for improving financial literacy for women – with insight into cash flow and the importance of diversifying asset groups in your portfolio. In this post, we turn to other financial goals: taking care of your family through effective and tax-efficient gifting.

4 Useful Financial Resolutions for 2018

01/03/2018 By Eric H. Rosenberg, GW & Wade Principal

Now that 2018 is here, it’s time to start thinking about your financial resolutions.

Financial reflection is certainly not limited to January. Still, it is a popular time when life slows down from the bustle of the holidays and the early weeks of the new year, freeing you up to plan for the year to come. Committing to the following four resolutions will help to strengthen your 2018 financial situation.

What You Need to Know About the New Tax Bill

12/20/2017 By Laurie Wexler Gerber, GW & Wade Client Development Manager

As we approach year-end, Congress has passed a new tax bill that will dramatically change the tax code beginning in 2018. The major changes include new tax brackets, lower top marginal tax rates, and significant changes to taxpayer deductions. For many taxpayers, filing your taxes will become less cumbersome and result in lower taxes. Some may see no change or worse: an increase.

Women & Wealth: Insight for Action (Part II)

12/18/2017 By Meg Gaisford Welborn, GW & Wade Counselor

What do women want to understand about wealth? What better way to understand than to ask them? So we did. Here is what some of our clients said:

7 Smart Year-End Financial Moves

12/04/2017 By Robert F. Bodio, Jr., GW & Wade Principal

No matter where you’re at in life, it’s important to revisit your financial situation before the end of the year. In fact, there are some financial moves that need to occur by December 31 or you run the risk of losing savings and missing tax deductions. Also, there are a handful of legal considerations that we encourage you to ponder.

Women & Wealth: A View From the Front Line (Part I)

11/16/2017 By Meg Gaisford Welborn, GW & Wade Counselor

Investing can be overwhelming....... 

It consists of a specific and technical language. It exists within a 24 x 7 news cycle of events, far beyond any one person’s control, often with direct impact on your financial well-being. Behavioral economists, including the two recent Nobel Prize winners, teach us that topics outside of our control tend to make us more nervous. We tune them out.

College Admission: What Factors Matter Most & Why?

09/20/2017 By Heather Ayres, Former Wellesley College Admission Director

A growing U.S. population of 18- to 24-year-olds with high school diplomas means that more students than ever are applying to college. In fact, the National Association of College Admission Counselors found that the number of first-time freshman applicants to college continues to increase. Between the Fall 2014 and Fall 2015 admission cycles, the number of applications from first-time freshmen increased 6 percent.[1]

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