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...

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

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

Markets

Geopolitical risks that dominated the news cycle for much of 2019 subsided a bit during the year’s final quarter. Trade policy...

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

No doubt you want the best for your children; however, exactly what is the best way to gift money to them? In this post, we discuss the ins and outs...

No matter where you're at in life, it is important to revisit your financial situation before the end of the year. In fact, there are some financial...

Markets

U.S. equities generated modest gains in the third quarter amid ongoing growth concerns, uncertainties surrounding U.S.-China trade relations,...

What are Alternative Investments?

The traditional approach to investing in public markets involves, directly or indirectly, taking an ownership...

The key themes of 2019 continue to be accommodative central banks and the seemingly daily developments surrounding trade relations between the U.S....