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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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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 all...

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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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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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Ryan Bartholomew, JD, LL.M named Firm Principal
March 2, 2021

WELLESLEY, MASS. (PRWEB) FEBRUARY 24, 2021 GW & Wade, LLC, an independently managed financial advisory firm, is pleased to announce that Ryan...

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Award-Winning Advisor, Debra Brede, to Join GW & Wade, LLC
February 2, 2021

Brede’s talented team, experience, and insight will strengthen GW & Wade’s presence in the Northeast.

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News Tax Planning

What You Need to Know About the Angel Investor Tax Credit (AITC) in Massachusetts
December 30, 2020

The Angel Investor Tax Credit program is offered to investors that fund early-stage companies engaged in life sciences research and development,...

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How Presidential Elections Affect the Markets
September 29, 2020

With the US presidential election only weeks away, investors are questioning how the consequences of the 2020 election will affect their portfolio....

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News Tax Planning

529 Re-Contributions of Tuition Refunds: Avoid Income Tax Penalties
April 21, 2020

Due to the outbreak of COVID-19, many colleges, universities and private secondary schools have shut their doors and transitioned to online learning....

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David Brodsky
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Kelli Adams