Blog

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 Recognized in 2021 for the Third Consecutive Year as a Barron's Top RIA Firm
September 27, 2021

WELLESLEY, MA – GW & Wade, LLC is proud to announce that the firm has been recognized as a Barron's Top RIA Firm in 2021 for the third consecutive...

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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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Women & Wealth

GW & Wade’s Women & Wealth Program Featured in the June Issue of Vanity Fair
May 24, 2021

In 2016, GW & Wade developed a unique Women & Wealth program to help women feel more confident about their financial future. Our Women & Wealth...

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Economic & Market Commentary Quarterly Commentary

GW & Wade's Q1 2021 Economic & Market Commentary
April 22, 2021
Economy

Both the public health and the economic crises in the U.S. appear to have improved so far in 2021. The economy, which had been boosted by the...

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