The Latest Thinking
from GW & Wade


2018 Tax Cuts and Jobs Act: What You Need to Know and Do Before Year-End

At the end of 2017, the Tax Cuts and Jobs Act was signed into law. This law made significant changes to our tax code that changed or eliminated many deductions and changed the landscape of tax planning opportunities. As we near year-end, it is...

GW & Wade's Q3 Economic & Market Commentary

U.S. Economy   Recent Developments:  Evidence continued to mount that U.S. economic growth was poised to remain solid in the second half of 2018.  Real GDP appeared set to average a 3% pace during the third quarter, led by continued growth in...

Ins & Outs of Blockchain & Cryptocurrencies

It’s likely you have seen a lot of commentary regarding blockchain technology and cryptocurrencies. Yet, many individual investors have a difficult time understanding these new technologies and their relevancy. Beyond the hype, we think there is...

3 Steps to Financial Empowerment for Women

Think for a moment about the word “empowerment.”  What does it mean to you? Can you think of a time in your life when you felt empowered?  When I hear the word empowerment, and specifically how it applies to women, I think of a strong, confident...

GW & Wade's Commentary on Market Volatility

Markets rise, markets fall – Is this time different?  The recent return of market volatility has unnerved investors. We offer the following commentary on staying the course and not making sudden changes to your portfolio. Through January, the equity...

Should You Pay Off a Mortgage Early or Invest the Money?

Mortgages are often referred to as good debt. However, when faced with the opportunity to pay off your mortgage early or invest your money in the financial markets, which option should you choose?

4 Useful Financial Resolutions for 2018

Now that 2018 is here, it’s time to start thinking about your financial resolutions. Financial reflection is certainly not limited to January. Still, it is a popular time when life slows down from the bustle of the holidays and the early weeks of...

What You Need to Know About the New Tax Bill

As we approach year-end, Congress has passed a new tax bill that will dramatically change the tax code beginning in 2018. The major changes include new tax brackets, lower top marginal tax rates, and significant changes to taxpayer deductions. For...

College Admission: What Factors Matter Most & Why?

A growing U.S. population of 18- to 24-year-olds with high school diplomas means that more students than ever are applying to college. In fact, the National Association of College Admission Counselors found that the number of first-time freshman...

The Equifax Data Breach

Last Friday, Equifax announced a data breach that potentially affects approximately 143 million U.S. consumers. The company believes the unauthorized access occurred from mid-May through July 2017 and that the information accessed primarily included...

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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