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Brexit and Your Investments: GW & Wade Advisors Weigh In

06/29/2016 By Laurie Wexler Gerber, GW & Wade Client Development Manager

How Will Brexit Affect Your Financial Plans? 

Since the UK voted to leave the European Union—a surprising move that has had markets reeling—many US investors are wondering what the fallout will mean for their investments and financial plans. 

GW & Wade Stands Apart Among Established Wealth Management Firms

06/06/2016 By Roger Wade, GW & Wade Principal

There’s a new flag flying over our office in Wellesley, Massachusetts. It’s modest in size—just a few feet square. The flag is a 30th birthday reminder for our team and clients here at GW & Wade, a wealth management firm founded on a simple premise.

Avoiding IRS Scam Artists

02/22/2016 By Laurie Wexler Gerber, GW & Wade Client Development Manager

We want to alert you to an increase in fraudulent calls from people purporting to be Internal Revenue Service (IRS) agents. These callers can be aggressive and persistent.

The callers typically say they represent the IRS and that there is a judgment pending against the person they have called. They also typically ask for social security numbers and sometimes credit card numbers.

Looking Back and Looking Ahead

01/21/2016 By Laurie Wexler Gerber, GW & Wade Client Development Manager

Several of the most volatile weeks in the history of the stock market are behind us. To offer some perspective, let’s take a look back before we look ahead. 

Women & Wealth Wine Tasting: Tune out the Noise and Tune into Your Long-Term Goals

11/29/2015 By Meg Gaisford Welborn, GW & Wade Counselor

GW & Wade’s Women and Wealth recently hosted a Wine Tasting Event for GWW women clients and guests at Sip in Boston’s Back Bay. The tasting featured 6 wines all created by women vintners. The sommelier discussed the background of each of the vintners and how they have succeeded in what has traditionally been a male dominated field.

The Paris Attacks

11/16/2015 By Laurie Wexler Gerber, GW & Wade Client Development Manager

We watched news coverage of the terrorist attacks in Paris with a mixture of horror and dread. The horror was our usual response to terrorism, the feeling that arises when we ask ourselves: how can people think this way? And when we realize that, somehow, there ARE people who think that way, the realization triggers deep emotions.

Fraud Protection Checklist

02/25/2015 By Laurie Wexler Gerber, GW & Wade Client Development Manager

Cyber fraud continues to escalate and is becoming more sophisticated. These threats take various forms, including email scams (e.g. phishing), where criminals obtain investors’ identity and use that information to commit various forms of wire fraud.

GW & Wade's Viewpoint on Market Volatility

10/21/2014 By Laurie Wexler Gerber, GW & Wade Client Development Manager

“Volatility is up,” said the headlines most of last week.  Really?  With a new week upon us, and the market seeming to be roaring back, let’s see if we can shed some light here.

What’s Your Child's Job Got To Do With a Roth IRA?

10/06/2014 By Meg Gaisford Welborn, GW & Wade Counselor

A job is a great opportunity for your soon-to-be adult child to get a glimpse at “real” life and responsibility as well as the benefit of earned income. Now that most children are back to school, let’s have a look at one excellent option for long term saving: Roth IRAs. 

Your Investments: Touch-Screen or Human Touch?

06/18/2014 By Laurie Wexler Gerber, GW & Wade Client Development Manager

Sometimes quiet, sometimes noisy, there is a debate going on in the financial advisory world. What is it about and why should you care?

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