Economic & Market Commentary Quarterly Commentary

GW & Wade's Q1 2019 Economic & Market Commentary
April 11, 2019

Optimism returned during the first quarter of 2019, following a difficult fourth quarter during which the S&P 500 Index dropped 13.5%. Boosted by...

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Women & Wealth

Women & Wealth: Interview with Group Nine Media President, Christa Carone
March 12, 2019

Our Women & Wealth series offers insights about the multi-faceted relationship women have with money, career, managing their finances, and how...

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Economic & Market Commentary Quarterly Commentary

GW & Wade's Q4 Economic & Market Commentary
January 15, 2019

The fourth quarter began on an upbeat note for U.S. equity markets as participants responded positively to a deal forged by the U.S. and Canada to...

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Financial Planning

2018 Tax Cuts and Jobs Act: What You Need to Know and Do Before Year-End
December 11, 2018

At the end of 2017, the Tax Cuts and Jobs Act was signed into law. This law made significant changes to our tax code that changed or eliminated...

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Midterm Elections - Control of the House Has Changed Hands. Now what?
November 12, 2018

The change of control in the U.S. House of Representatives is unlikely to have a major impact on the business cycle unless there is a meaningful...

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Charitable Giving

The Who, When, What and How of Charitable Giving
October 25, 2018

Many of our clients give to charitable organizations, but may wonder if there are better ways to maximize the impact of their altruistic efforts,...

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529 Plans: They’re Not Just for College Anymore
October 22, 2018

Have you heard about the recent changes to 529 education plans? The benefits under 529 plans have expanded for 2018, and beyond. Now parents and...

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Economic & Market Commentary Quarterly Commentary

GW & Wade's Q3 Economic & Market Commentary
October 15, 2018

U.S. Economy  

Recent Developments: 

Evidence continued to mount that U.S. economic growth was poised to remain solid in the second half of...

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Financial Planning Strategies Every Caregiver & Parent Needs to Know
September 15, 2018

When you were young, you looked to your parents to take care of you. However, at some point, the tides may change, and it may be your turn to look...

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Retirement Life Events

4 Things That Will Shake Up Your Retirement Plan
August 31, 2018

While the media tends to focus on the many Americans who are completely unprepared for retirement, not every household has postponed a retirement...

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Tax Considerations For An Equity Exit

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David Brodsky
Kelli Adams