“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...

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...

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 30^th birthday...

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...

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...

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...

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...

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

“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...

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...