The Latest Thinking
from GW & Wade

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...

Your Investments: Touch-Screen or Human Touch?

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

Money Talks: Three Tips to Teach Your Teen

We’ve all heard the expression, “Love makes the world go round, but money greases the wheels.” While loving your children is your most critical parental imperative, teaching financial responsibility is a close second. Read on to learn three critical...

The Trillion Dollar March

What does it mean when trillions of dollars are moving in the same direction? A million used to be a big deal. Now it's a trillion. (So long billion, we hardly knew ye.)

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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.

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