We are delighted to share the news that we have formally joined The Colony Group, LLC, a fellow partner firm of @FocusFinancial! Read about the merger here: focusfinancialpartners.com/g… and please follow us at @ColonyGroup.

In our Q3 Economic & Market Commentary, we discuss the third quarter of 2022, recent market developments, and the outlook for the quarters ahead. hubs.ly/Q01qg28p0

In our Q2 Economic & Market Commentary, we discuss the second quarter of 2022, recent market developments, and our #outlook for the quarters ahead. hubs.li/Q01hw5hR0

We are proud to announce we have been included in Citywire’s list of the fastest-growing RIAs in America for 2022. We would also like to thank our clients for their support. Please see GW & Wade’s disclosures regarding awards and recognitions here: hubs.li/Q01hldWW0

Equity compensation has steadily grown in popularity but exercising stock options comes with complex tax implications. On Thursday, June 9th, we will discuss how to strategically exercise your options as you seek to capture the most benefit. Register now. hubs.li/Q01c6McK0

We recognize how difficult it is to navigate this challenging market environment with the recent market volatility. Although this can be unsettling, we would like to offer you some perspective. Read GW & Wade's Thoughts on Market Volatility here: hubs.li/Q01bXCCr0

In our Q1 Economic & Market Commentary, we discuss inflation, interest rates, ongoing supply chain issues, and the outlook for the next quarter. Read more: hubs.li/Q0183Xyf0

16 @GW_WADE Counselors have been recognized as 2022 Five Star Wealth Managers in @BostonMagazine. hubs.li/Q017mvCH0 Please see GW & Wade’s important disclosures regarding awards and recognitions: hubs.li/Q017mt6l0

While we continue to monitor the markets, we have not lost sight of the developments in a particular segment of the market, the ever-changing digital marketplace of Cryptocurrencies. Read our blog: hubs.li/Q016-VGm0

March is National Women’s History Month, a time to celebrate the many great things women have accomplished throughout history. From all of us at GW & Wade, happy National Women’s History Month!

GW & Wade would like to commemorate and honor the remarkable women who helped shape the world we live in today. Happy National Women’s History Month!

GW & Wade addresses the global stock market reactions to the unprovoked invasion of Ukraine by Russia. Read our blog here: hubs.li/Q014Y7Lq0

Strategic gifting can help lower your estate tax burden—as long as it’s done correctly. In this new white paper, we outline some of the most popular gifting strategies and the key tax and planning implications to consider. hubs.li/Q013KGHX0

In our Q4 Economic & Market Commentary, we discuss the fourth quarter of 2021, recent market developments, and the outlook for the new year. hubs.li/Q0126Qlf0

Join our growing Operations team! We are hiring a Portfolio Reporting and Billing Specialist & a Portfolio Reporting and Billing Analyst based out of our Wellesley, MA location. Apply here - hubs.li/Q010XrHV0

In our latest blog post, we share information on the Build Back Better bill and have compiled our year-end tax and financial planning checklist for 2021. hubs.li/Q010B1jz0

Everyone at GW & Wade wants to wish you a healthy and happy holiday season. Thank you for the opportunity to support your financial journey.

As lifespans continue to increase, retirement could be 20 years or more. On Thursday, December 2nd, GW & Wade’s Women & Wealth Program will be hosting a webinar featuring research by the MIT AgeLab on The New Retirement Story. Register now. hubs.li/H0_0yF30

Congratulations to GW & Wade Principal & Counselor, Ryan Bartholomew for receiving the 2021 Washington D.C. Five Star Wealth Manager Award. Please see GW & Wade’s important disclosures regarding awards and recognitions: hubs.li/H0-PDGZ0

In our Q3 Economic & Market Commentary, we discuss the third quarter of 2021, recent market developments, and the outlook for the last quarter of the year. Read more: hubs.li/H0ZSsGy0