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The Coronavirus Aid, Relief and Economic Security (CARES) Act
April 2, 2020

The $2 trillion COVID-19 stimulus package, Coronavirus Aid, Relief, and Economic Security Act (CARES) Act, was signed into law on Friday, March 27....

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News Tax Planning

UPDATE - Tax Announcement
March 30, 2020

3/27/20 - As of Friday, March 27th the deadline for filing most State 2019 income tax returns and payments for filers has been postponed until July...

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News Economic & Market Commentary

GW & Wade’s Perspective on the Current Market
March 26, 2020
Interesting times.” How often have we heard this over the last several weeks?
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News Economic & Market Commentary

An Important Message From GW & Wade Regarding COVID-19
March 14, 2020

As the impact of COVID-19 (coronavirus) becomes clear, we want to assure you that we at GW & Wade are taking active measures to protect the...

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News

GW & Wade, LLC Names Kelli Adams & Heather Schirmer Mahoney as Firm Principals
February 10, 2020

GW & Wade, LLC, an independently managed financial advisory firm, announces today that Kelli Adams, CFP ®, EA and Heather Schirmer Mahoney, JD have...

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News Economic & Market Commentary

Economic Reaction to the Coronavirus
February 4, 2020

After a strong start to the new year, the coronavirus, which originated in China, is causing high levels of investor concern. Despite action by...

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News Retirement

What are the Important Retirement Plan Changes with the SECURE Act?
January 21, 2020

Following passage by both houses of Congress, President Trump signed into law the Setting Every Community Up for Retirement Enhancement (SECURE) Act...

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News

$5,000,000 Metaphors
September 20, 2016

“I'm the king of a cow! And I'm the king of a mule! 

I'm the king of a house! And, what's more, beyond that

I'm the king of a blueberry bush and a...

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News

GW & Wade Stands Apart Among Established Wealth Management Firms
June 6, 2016

There’s a new flag flying over our office in Wellesley, Massachusetts. It’s modest in size—just a few feet square. The flag is a 30th birthday...

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David Brodsky
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Kelli Adams