The November election is just around the corner, and investors are anxiously waiting to see how the market will respond to Election Day results. Modern history teaches us that regardless of the party that comes into power, short-term market movements following an election generally have not been indicative of long-term trends. We review and discuss the historical return data in this article: https://hubs.ly/H0xkLNq0
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How Presidential Elections Affect the Markets
For businesses, acting with integrity means making the right choice, not always the most profitable one. On September 17th, Silicon Valley expert and Intentional Integrity author, Rob Chesnut joins us to explain why making the right choice often pays off over time. Register now. https://hubs.ly/H0vSGCx0
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Virtual Discussion with Rob Chesnut, author of “Intentional Integrity” | Thursday, September 17th
On September 17th, Silicon Valley expert and author, Rob Chesnut joins us to discuss his new book, Intentional Integrity and the importance of fostering a high-integrity culture. Register now. https://hubs.ly/H0vP72p0
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Virtual Discussion with Rob Chesnut, author of “Intentional Integrity” | Thursday, September 17th
“For those who have a chronic yet unfounded worry about not having enough money, fear is in the driver’s seat of their choices. In those moments, there is little faith in oneself or the world at large and that can cause us to either avoid making important financial decisions or make decisions that aren’t in our own best interest, especially for the longer term.” We recently sat down with WealthClinic founder Leisa Peterson, CFP® for a conversation about financial fears and why it is important to discuss those fears with a trusted advisor. https://hubs.ly/H0tsplS0
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Women & Wealth: Interview - How to Face Uncertainty and Move Forward
Exercising employee or executive stock options requires careful planning in order to maximize the benefit to you. On August 13th, we are holding a webinar to explain why tax planning plays a crucial role in equity compensation. Register now. https://hubs.ly/H0tcfrz0
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Tax Planning for Equity Compensation
In the latest installment of our “Women & Wealth” blog series, we discuss why it is so important to tackle your money fear, the impact this can have on your overall well-being during these uncertain times, as well as the importance of discussing those fears with a trusted advisor. https://hubs.ly/H0tscBX0
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Women & Wealth: Interview - How to Face Uncertainty and Move Forward
Be on extra alert for tax-season scams. This year in particular there has been an emphasis on aggressive schemes relating to the coronavirus pandemic, including identity theft, unemployment benefit fraud and the Economic Impact Payments. We share tips to avoid “phishing” schemes in our recent blog post.
Click here to read the full article: https://hubs.ly/H0JLTVg0
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Avoiding Tax-Season Scams During the Pandemic
Congratulations to our 17 Counselors who have been named 2021 Five Star Wealth Managers by Boston Magazine. An impressive distinction for our hardworking and dedicated team! Thank you to our clients for their support and trust in us. https://hubs.ly/H0JhhHH0
Please see GW & Wade’s important disclosures regarding awards and recognitions: https://hubs.ly/H0JhhFQ0
In partnership with NVCA, GW & Wade will lead a discussion on what every founder and investor should know about Qualified Small Business Stock (QSBS), founder shares, and investments made in early stage companies. What is the QSBS exclusion, how does it work, and how might it apply to you? Other topics will include advice on how to best plan, execute, and manage the liquidity event, including an installment sale.
Hope you will join us there! https://zoom.us/webinar/register/WN_Da0RmAXZSnGYmfzoN4qXOA
ZOOM.US
Welcome! You are invited to join a webinar: Qualified Small Business Stock: What to Know about Taxes and Installment Sales. After registering, you will receive a confirmation email about joining the webinar.
We are proud to announce that 17 GW & Wade Counselors have been named 2021 Five Star Wealth Managers. https://hubs.ly/H0Jhh6N0
Please see GW & Wade’s important disclosures regarding awards and recognitions: https://hubs.ly/H0JhhHw0
Congratulations, Debra Brede, for your recognition as one of Forbes Best-In-State Wealth Advisors for 2021! https://hubs.ly/H0H-qlJ0
Please see GW & Wade’s important disclosures regarding awards and recognitions:
https://hubs.ly/H0H-pd90
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!
