The Latest Thinking
from GW & Wade

DIY Financial Planning vs. Working with an Advisor

Are you considering hiring a financial advisor to help put your financial affairs in order? Or, are you managing everything yourself? According to one study, most individuals surveyed saw tremendous value in receiving professional financial advice....

How to Use Business Succession Planning to Fund Retirement

Fund Retirement Using Business Succession What All Small Business Owners Need to Know Are you one of the countless small business owners who needs to sell your business to fund your retirement? If so, then preparing a business exit and succession...

Social Security: What You Need to Know

GW & Wade recently hosted a presentation in Wellesley, MA called: Securing Your Retirement: Transforming Social Security into a Winning Retirement Strategy. With humor and deep knowledge of the Social Security system, our presenter, Rob Kron, Head...

Post Election: 5 Areas for Year-End Tax & Financial Planning

For most people, the flurry of activity between November and New Year’s doesn’t leave much room for non-holiday errands. And yet right now is a crucial window for reviewing your goals and engaging in strategic tax and financial planning. If you’re...

Robo Advisors vs. Financial Advisors: Who’s Minding Your Money?

Robo advisors vs. financial advisors (the living, breathing kind): it’s a comparison that has captured a lot of attention in recent months. And although the question of trusting one’s portfolio to an online tool may seem like a non-issue for...

President-Elect Trump’s Unlikely Victory

With the election of Donald Trump, we enter uncharted territory that extends beyond financial markets. Will the new President really order the building of a wall across our Southern border? Will he introduce legislation that will nullify the...

The Hidden Costs of a Divorce: Expert Advice on Key Financial Considerations

In 2014, more than 4.2 million Americans got married. And more than 1.6 million got divorced [i]. That means a lot of families are dealing with significant, often unexpected financial consequences. Their questions and concerns about some unforeseen...

$5,000,000 Metaphors

“I'm the king of a cow! And I'm the king of a mule!  I'm the king of a house! And, what's more, beyond that I'm the king of a blueberry bush and a cat!” 

Should Politics Play a Role in Your Financial Plan?

Will having a Republican in the White House mean less tax regulation? Will a Democratic administration result in a thriving economy? These are compelling questions… without clear answers, which is part of the reason why politics should not play into...

Women & Wealth: Our Ongoing Event Series

The GW & Wade Women and Wealth team hosted two events this past June, which energized...and engaged all who attended.   

Subscribe to Our Newsletter

Stay up to date with the latest wealth management commentary and insights. Sign up for the quarterly GW & Wade newsletter.

Recent Posts


Year-End Financial Planning: 5 Strategies to Help Avoid Financial Landmines

Are you making the best decisions possible before heading into the new year? Find out. This guide highlights some of the most important financial strategies to consider before year-end, helping you to maximize your financial situation and minimize lost opportunities.

Get The Guide