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Investments

Financial Literacy Webinar for Young Investors
June 30, 2020

On June 24th, we hosted a webinar that was designed specifically for young investors. We addressed common concerns for those in their 20’s and...

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News

Cybersecurity and COVID-19: What You Need to Know
June 2, 2020
Read our Cybersecurity Guide

Learn how to keep yourself and your data protected from fraudulent COVID-19-related schemes.

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News Tax Planning

529 Re-Contributions of Tuition Refunds: Avoid Income Tax Penalties
April 21, 2020

Due to the outbreak of COVID-19, many colleges, universities and private secondary schools have shut their doors and transitioned to online...

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Economic & Market Commentary Quarterly Commentary

GW & Wade's Q1 2020 Economic & Market Commentary
April 9, 2020
 
U.S. Economy

Recent Developments: Before recent market volatility surged, the U.S. economy had been on a solid footing. A buoyant job market...

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News

The Coronavirus Aid, Relief and Economic Security (CARES) Act
April 2, 2020

The $2 trillion COVID-19 stimulus package, Coronavirus Aid, Relief, and Economic Security Act (CARES) Act, was signed into law on Friday, March...

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News Tax Planning

UPDATE - Tax Announcement
March 30, 2020

3/27/20 - As of Friday, March 27th the deadline for filing most State 2019 income tax returns and payments for filers has been postponed until...

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News Economic & Market Commentary

GW & Wade’s Perspective on the Current Market
March 26, 2020
Interesting times.” How often have we heard this over the last several weeks?

 

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News Economic & Market Commentary

An Important Message From GW & Wade Regarding COVID-19
March 14, 2020

As the impact of COVID-19 (coronavirus) becomes clear, we want to assure you that we at GW & Wade are taking active measures to protect the...

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News

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

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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Webinar

Tax Considerations For An Equity Exit

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David Brodsky
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Kelli Adams