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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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News

GW & Wade Counselors Recognized with 2022 Boston Magazine's FIVE STAR Wealth Manager Award For the Thirteenth Consecutive Year
March 31, 2022

WELLESLEY, MASS. In the March edition of Boston Magazine, 16 GW & Wade counselors are recognized with the 2022 Five Star Wealth Manager Award. The...

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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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News

Debit Card Fraud Alert
March 17, 2022

We have been alerted that there is an increase in fraudulent debit card activity resulting from cardholders being scammed into giving personal...

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News

War in Ukraine and the Markets
February 25, 2022

We want to address the global stock market reactions to the unprovoked invasion of Ukraine by Russia.  While most of us feared this was coming, we...

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News

GW & Wade Recognized in 2021 for the Third Consecutive Year as a Barron's Top RIA Firm
September 27, 2021

WELLESLEY, MA – GW & Wade, LLC is proud to announce that the firm has been recognized as a Barron's Top RIA Firm in 2021 for the third consecutive...

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News

GW & Wade Celebrates 35 Years of Trusted Investment Management, Financial and Tax Planning
September 22, 2021

Wellesley, MA — GW & Wade, LLC, the independently managed financial advisory firm with approximately $8 billion of assets under management1, is...

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News Tax Planning

Potential Estate, Gift, and Income Tax Changes Under the Biden Administration
June 21, 2021

Over the last six months, President Biden has communicated some of the potential tax law changes he considers important. He has also recently sent...

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News

Avoiding Tax-Season Scams During  the Pandemic
March 18, 2021

Each and every tax season, cybercriminals develop new, sophisticated schemes designed to fraudulently obtain payment and personal and financial...

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David Brodsky
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Kelli Adams