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Financial Planning Life Events

The Hidden Costs of a Divorce: Expert Advice on Key Financial Considerations
October 11, 2016

In 2014, more than 4.2 million Americans got married. And more than 1.6 million got divorced [i]. That means a lot of families are dealing with...

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News

$5,000,000 Metaphors
September 20, 2016

“I'm the king of a cow! And I'm the king of a mule! 

I'm the king of a house! And, what's more, beyond that

I'm the king of a blueberry bush and a...

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Investments

Should Politics Play a Role in Your Financial Plan?
August 15, 2016

Will having a Republican in the White House mean less tax regulation? Will a Democratic administration result in a thriving economy? These are...

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Women & Wealth

Women & Wealth: Our Ongoing Event Series
July 21, 2016

The GW & Wade Women and Wealth team hosted two events this past June, which energized...and engaged all who attended.   

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Insider

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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Investments

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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News

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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David Brodsky
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Kelli Adams