The Latest Thinking
from GW & Wade


What are Alternative Investments?

What are Alternative Investments? The traditional approach to investing in public markets involves, directly or indirectly, taking an ownership position in a publicly traded company or serving as a lender to a corporate or governmental entity....

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

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 this: if you had done more tax planning in advance, might your tax situation have been better at filing...

Market Tops and Bottoms

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 business of predicting market moves. For example, who could have foreseen the market run-up after the...

Robo Advisors vs. Financial Advisors: Who’s Minding Your Money?

Robo advisors vs. financial advisors (the living, breathing kind): it’s a comparison that has captured a lot of attention in recent months. And although the question of trusting one’s portfolio to an online tool may seem like a non-issue for...

President-Elect Trump’s Unlikely Victory

With the election of Donald Trump, we enter uncharted territory that extends beyond financial markets. Will the new President really order the building of a wall across our Southern border? Will he introduce legislation that will nullify the...

Should Politics Play a Role in Your Financial Plan?

Will having a Republican in the White House mean less tax regulation? Will a Democratic administration result in a thriving economy? These are compelling questions… without clear answers, which is part of the reason why politics should not play into...

Brexit and Your Investments: GW & Wade Advisors Weigh In

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 US investors are wondering what the fallout will mean for their investments and financial plans. 

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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