We have been alerted that there is an increase in fraudulent debit card activity resulting from cardholders being scammed into giving personal...

We want to address the global stock market reactions to the unprovoked invasion of Ukraine by Russia.  While most of us feared this was coming, we...

Gifting assets to children or grandchildren is a popular strategy you can employ to reduce the taxable burden of your estate, and these gifts can...

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...

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...

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,...

Economy

The U.S. and European economies slowed in September as supply-chain bottlenecks and worries over the COVID-19 Delta variant weighed on...

Wellesley, MA — GW & Wade, LLC, the independently managed financial advisory firm with approximately $8 billion of assets under management¹, is...

Economy

The economy has gained considerable momentum this spring, as a larger share of the population has been vaccinated and daily new COVID-19...

Over the last six months, President Biden has communicated some of the potential tax law changes he considers important. He has also recently sent...