The Latest Thinking
from GW & Wade


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.   

Don’t Sleep on Tax Management: Talk to Your Advisor this Summer

“Tax management in July? Sounds like fun!” said no one…EVER! But that doesn’t mean a mid-year tax review is a bad idea. In fact, the key to effective tax planning is to anticipate. Lots of things happen during the course of the year that can impact...

Brexit and Your Investments: GW & Wade Advisors Weigh In

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

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.

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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