GW & Wade | The Colony Group

We are delighted to share the news that we have formally joined The Colony Group, LLC, a fellow partner firm of Focus Financial Partners, LLC! Read about the merger here: https://lnkd.in/emWDbR5M and please follow us at The Colony Group.

U.S. economic activity remained strong in 2023 as the economy withstood the initial shock associated with the rapid pace of monetary tightening. A surprise increase in November retail sales dispelled lingering pessimism about the economy and reinforced growing sentiment that the U.S. could beat inflation without paying the price in significantly weaker growth. Also in November, the unemployment rate fell, inflation cooled, and the Federal Reserve pivoted away from raising interest rates while considering when to cut them. While further tightening has remained possible, it has grown less probable. In our Q4 Economic & Market Commentary, we discuss the fourth quarter of 2023, recent market developments, and the outlook for the new year. Read our full Q4 Economic & Market Commentary here: https://hubs.li/Q02kM1hW0

Happy Holidays! Wishing everyone a very healthy and happy holiday season.

We are proud to announce that GW & Wade has again earned a place on Forbes’ list of the top 100 RIA Firms in the country! We are honored to be included among such esteemed company on this year’s list, and we would like to thank our clients and our team for making this achievement possible. To learn more about the rankings, please click here: https://hubs.li/Q02d4gJh0 Forbes Top RIA Firm ranking was awarded in October 2023 for the year ending 12/31/2022. Compensation paid to Forbes for use and promotion of ratings. See GW & Wade’s important disclosures regarding this and other awards & recognition - https://hubs.li/Q02d4mMW0

2023 Brings Significant Change to Massachusetts Tax Regime for Individual Taxpayers https://hubs.ly/Q028-ncM0

GW & Wade is honored to be recognized as a Barron's Top RIA Firm in 2023 for the fifth consecutive year, ranking among the nation’s top RIA firms. Thank you to Barron’s, our clients for their trust in us, and to our team for their hard work. #BarronsRanked #Barrons #wealthmanagement #RIA Full ranking - https://hubs.li/Q026zRh90 Barron’s Top RIA Firm ranking was awarded in September 2023 for the year ending 12/31/2022. Compensation paid to Barron’s to promote the ranking. See GW & Wade’s important disclosures regarding awards & recognitions – https://hubs.li/Q026zNk40

This summer’s combination of easing inflation and cooling labor market has fueled optimism that the U.S. economy could be on the cusp of achieving a soft landing, in which interest-rate increases corralled inflation without causing a recession. But soft landings are considered rare because they are tricky to pull off. In our Q3 Economic & Market Commentary, we discuss the three factors that would explain why the U.S. economy keeps defying predictions of recession. Read our full Q3 Economic & Market Commentary here: https://hubs.li/Q026hRGd0

Summer may be the perfect time to travel, rest, and relax, but we still need to be vigilant about safeguarding our personal information. Cybercriminals don’t take vacations, and phishing, scams, malware, and cyberattacks aren’t seasonal. Protecting your personal and business data isn’t easy, but if you take the right steps, you can minimize your risk when you’re in the office, at home, or on the beach. Please read our cybersecurity guide to learn the ten most important steps you can take to safeguard your data https://hubs.ly/Q01_-GyT0

GW & Wade is honored to be ranked in the Boston Business Journal as the 7th Largest Independent Investment Adviser in Massachusetts for 2023. A big thank you to our clients and our team — we look forward to achieving new heights together! BBJ recognized GW & Wade in July 2023 as a Largest Independent Adviser for the twelve months ending 6/1/23. Please see GW & Wade’s important disclosures regarding awards and recognitions https://hubs.li/Q01_ZM6b0