Don’t Sleep on Tax Management: Talk to Your Advisor this Summer
July 14, 2016

“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...

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Brexit and Your Investments: GW & Wade Advisors Weigh In
June 29, 2016

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...

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GW & Wade Stands Apart Among Established Wealth Management Firms
June 6, 2016

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...

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Avoiding IRS Scam Artists
February 22, 2016

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...

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Looking Back and Looking Ahead
January 21, 2016

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...

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Women & Wealth Wine Tasting: Tune out the Noise and Tune into Your Long-Term Goals
November 29, 2015

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...

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The Paris Attacks
November 16, 2015

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...

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Fraud Protection Checklist
February 25, 2015

Cyber fraud continues to escalate and is becoming more sophisticated. These threats take various forms, including email scams (e.g. phishing),...

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GW & Wade's Viewpoint on Market Volatility
October 21, 2014

“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...

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What’s Your Child's Job Got To Do With a Roth IRA?
October 6, 2014

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...

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Tax Considerations For An Equity Exit

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David Brodsky
Kelli Adams