The Latest Thinking
from GW & Wade


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.

Avoiding IRS Scam Artists

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...

Looking Back and Looking Ahead

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

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...

The Paris Attacks

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,...

Fraud Protection Checklist

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

“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?

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...

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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