Blog

Making the Most of the New Year: Hit Your Financial Goals and Get Closer to a Stress-Free Retirement in 2020

12/31/2019 - Uncategorized

Are You Financially Prepared for a Relaxing Retirement?

12/17/2019 - Uncategorized

Financial Management and the Holidays: How to Win the Fourth Quarter

12/02/2019 - Uncategorized

Pro Bono Work: The “Active” Retirement

11/18/2019 - Retirement

Retirement: Defining Peace of Mind

11/04/2019 - Retirement

If Money Were No Object, What Would You Do?

10/21/2019 - Retirement, Wealth

What are Market Cycles and Why Do They Matter?

10/07/2019 - Uncategorized

Three Pillars of Strategic Wealth Management

09/24/2019 - Wealth

Case Studies in Portfolio Management

09/09/2019 - Uncategorized

Leaving a Legacy: Tax and Estate Planning

08/31/2019 - Wealth

Investment advisory services offered through GW & Wade, LLC. The information provided in the articles above are the opinion of the author, general in nature and is not intended to represent specific investment or professional advice. No client or prospective client should assume that the above information serves as the receipt of, or a substitute for, personalized individual advice from GW & Wade, LLC, which can only be provided through a formal advisory relationship. Diversification and asset allocation do not ensure a profit or guarantee against loss. Past market performance is not a guarantee of future results. Tax laws referenced and specific rates are subject to change. Clients of the firm who have specific questions should contact their advisor. The articles above contain forward-looking statements, predictions and forecasts (“forward-looking statements”) concerning our beliefs and opinions in respect of the future. Forward-looking statements necessarily involve risks and uncertainties, and undue reliance should not be placed on them. There can be no assurance that forward-looking statements will prove to be accurate, and actual results and future events could differ materially from those anticipated in such statements.

Are you financially prepared For a Relaxing Retirement?

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FT recognized Debra Brede as a FT 400 Financial Advisors 2020 in April 2020 for the previous year. Previous years' awards were recognized around the same time each year for the prior year. As a result of being recognized on this list, Ms. Brede was invited to be a member of the Financial Advisor IQ Leadership Council in 2022 and 2023.
Forbes recognized Debra Brede as a Top 250 Wealth Advisors in April 2023 for the twelve months ending 6/3/2022.
Forbes recognized Debra Brede Top Women Wealth Advisors in February 2023 for the year ending 9/30/2022.
Forbes recognized Debra Brede for Best-in-State in April 2023 for the twelve months ending 6/30/2022.
Barron’s recognized Debra Brede as a Hall of Fame Advisor in 2019 after being ranked for 10 or more years on any of the Top 100 Financial Advisors, Barron’s Top Women Financial Advisors, or Top 100 Independent Advisors.
Barron’s recognized Debra Brede as a Top 100 Women Financial Advisors in June 2022 for the twelve months ending 3/31/2022.
Barron’s recognized Debra Brede as a Top 1,200 Financial Advisor in March 2022 for the twelve months ending 9/30/2021.

*Compensation paid to Forbes and Barron’s for use and promotion of ratings.

Important Awards and Rankings Disclosure