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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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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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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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 US...

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Tax Considerations For An Equity Exit

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David Brodsky
Kelli Adams