About GW & Wade

GW & Wade is an independent, fee-based financial advisory firm with offices in Wellesley, MA, Palo Alto, CA and New York, NY. Since 1986, GW & Wade has served successful individuals and their families, providing extensive expertise in tax planning, investment management, retirement and estate planning. GW & Wade also provides personal financial counseling for the executive management teams of public and private companies.

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GW & Wade eNewsletter

Vol. 1, Issue 13 • June 2010

Welcome to our June eNewsletter. Before your summer getaways begin, please have a look at several items we think you will find useful.

We recently held a Fixed Income Overview featuring Mike Glor, a GW & Wade Principal and Co-Founder and Payson Swaffield, Eaton Vance's Chief Income Investment Officer. Attendees found this a stimulating and useful look at the current interest rate environment. To watch the video of the actual event, please click on this link - Fixed Income Seminar. We encourage you to share this link with family, friends or colleagues whom you think might benefit from the information

(PLEASE NOTE: If you have any difficulty viewing the presentation, copy and paste the following address directly into your browser - http://www.brainshark.com/brainshark/vu/view.asp?pi=227801039. It may take a few minutes to download depending on your internet connection.)

In this issue, David R. Simmer, Principal and John S. Murray, Counselor at GW & Wade present their perspective on the current state of the economy in their Market Commentary. We also include a brief case study of our strategic partnership with Silicon Valley Bank, SVB and GW & Wade Save Client $500,000. Lastly, our clients can help join our efforts at going green after viewing the article, GW & Wade Goes Paperless.

As always, we welcome your comments and feedback. Please contact us anytime. Best wishes for an enjoyable summer!


Neil L. Goldberg
Principal



LETTER FROM GW & WADE
Market Commentary
At GW & Wade, we tend to think of the stock market as a bit like formula fiction. The characters, location and twists within the sequels may change, but ultimately it is the same story we have read before, but with its own interesting, and sometimes memorable, wrinkles. READ MORE...



LETTER FROM GW & WADE
SVB and GW & Wade Save Client $500,000
To highlight our ongoing partnership with Silicon Valley Bank (SVB) here is a story of successful collaboration resulting in half a million dollars in savings for this SVB client. READ MORE...



LETTER FROM GW & WADE
GW & Wade Goes Paperless
If you are interested in cutting back on the amount of paperwork that you have to deal with, and on saving a few trees in the bargain, GW & Wade is now able to offer paperless statements and transaction confirmations READ MORE...


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