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Investments News

Resisting Timing the Market
May 31, 2022

Our last communication stressed the importance of staying the course and not reacting to the market swings (although, admittedly at times the swings...

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Investments News

GW & Wade's Thoughts on Market Volatility
May 19, 2022

We recognize how difficult it is to navigate this challenging market environment with the recent market volatility, the Federal Reserve’s interest...

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Investments News

State of the Crypto Market & Digital World
March 29, 2022

The team at GW & Wade, like many of you, has been focusing on the war in Ukraine and the unnecessary loss of lives. While we continue to monitor the...

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Investments

The New Retirement Story Webinar
December 8, 2021

Most retirement plans are created with one goal: to reach a savings target by the time they reach retirement age. As lifespans continue to increase,...

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Investments

Financial Literacy Webinar
June 30, 2020

On June 24th, we hosted a webinar that addressed common concerns for those in their 20’s and 30’s including:

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Investments

What are Alternative Investments?
August 19, 2019
What are Alternative Investments?

The traditional approach to investing in public markets involves, directly or indirectly, taking an ownership...

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Investments Financial Planning Asset Management Tax Planning

Tax Season is Over, Long Live Tax Season! (Or should we say, long live tax planning?)
May 11, 2017

How easy is it to repress any thoughts of taxes, once the returns are filed? Before you forget about your taxes for another year, please consider...

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Investments Financial Planning Asset Management

Market Tops and Bottoms
March 20, 2017

There has been much discussion recently in the financial press about whether the stock market is reaching its peak. We at GW & Wade are not in the...

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Investments Financial Planning Wealth Management

Robo Advisors vs. Financial Advisors: Who’s Minding Your Money?
November 17, 2016

Robo advisors vs. financial advisors (the living, breathing kind): it’s a comparison that has captured a lot of attention in recent months. And...

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Investments

President-Elect Trump’s Unlikely Victory
November 9, 2016

With the election of Donald Trump, we enter uncharted territory that extends beyond financial markets. Will the new President really order the...

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Tax Considerations For An Equity Exit

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David Brodsky
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Kelli Adams