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You Call This a Storm?
January 4, 2012 --
Lashed atop the Jenny’s mast, in the movie Forrest Gump, paraplegic “Lieutenant Dan” taunts God through His hurricane winds, “You call this a storm?.......You’ll never sink this boat!”
While not eager to taunt the Almighty, one could say the same about today’s market; buffeted by the Euro debt crisis, our lingering Great Recession, etcetera, etcetera…….the Dow Jones is hanging in there at 12,418.42 (1/4/12). You call this a storm?
Similar to Lt. Dan’s seminal moment in the movie, much good is occurring in the investment depths, out of sight and largely untouched by the surface fury. Earnings and cash are piling up at major US and multi-national companies – whose insiders have been on somewhat of a share buyback, dividend-raising and corporate acquisition binge. (According to “The Street” Forrest's favorite stock Apple, has $82 billion in cash, just bought Anobit, and is thinking about a special dividend.)
The US job and housing markets may have finally hit bottom. Banks are re-capitalized. And best of all, the bond markets are behaving.
Any improvement in Europe’s prospects, or US job or housing growth (witness last month's apartment construction report), and we could be off to the races. Stocks get cheaper and cheaper as fundamentals improve while the markets are held in check by Euro fears.
Is it time to work cash into this rough surfaced - but fundamentally improving - investment environment?
---- Gene E. Sinclair, Principal, GW & Wade, LLC
For the 3rd Year in a Row, GW & Wade LLC Counselors
Receive Five Star Wealth Manager Awards for 2012
January 2012 --
For the 3rd year in a row, GW & Wade LLC Counselors have been publicly recognized for outstanding client service by receiving Boston Magazine's 2012 "Five Star Wealth Manager" Awards. Representing the firm this year are
Michael
H. Glor, Philip P. Jameson, Robert Bodio, Jr., John Murray, Darren Norton and Gerry Polcari.
No more than 7 percent of the wealth managers in the Boston area were selected. The final 2012 list of "Five Star Wealth Managers" will be published in the February issue of Boston Magazine.
Neil Goldberg, Principal with GW & Wade, commented: "We continue to be immensely proud of our colleagues for receiving this honor each year. It is testimony not only to their high-caliber client service, but also to the firm as a whole. Our professionals serve our clients daily with the same dedication for which these professionals are being recognized."
An independent third-party, Crescendo, presented the Five Star Award to assist consumers in selecting a wealth manager who provides his or her clients with exceptional overall satisfaction, as indicated by other consumers and industry peers. Recipients were asked to evaluate their wealth managers based upon ten objective criteria such as customer service, integrity, knowledge/expertise, communication, value for fee charged, meeting of financial objectives, post-sale service, quality of recommendations, and overall satisfaction.
Five Star award winners do not pay a fee to be included in the research or the final list of award winners. The distinction is not based on sales revenue or assets under management but on how clients and peers have evaluated their experience in working with that individual.
Promotions and Additions
February 2011 -- GW & Wade, LLC is
happy to announce that
Darren M.
Norton, David L. Brodsky, Eric H. Rosenberg,
Gene E. Sinclair, John S. Murray and Robert
J. Emens have each become a Principal
of the firm. Each of these professionals
has made a significant contribution to our
growth and to our clients’ financial
well-being, and all will take an active role
in the management and continued growth of GW
& Wade, LLC.
In addition, we welcome the promotions of
Matthew E. Ryan
and Michael F. Kuppens
to the position of Counselor in our
Wellesley office, and
Anthony Wan to the position of Senior
Associate in our Palo Alto office.
We look forward to their continued success
in building and serving the needs of our
clients.
Please also welcome James T. Da Silva as GW & Wade’s Vice President of Business Development working in our Wellesley office.
He is responsible for introducing GW & Wade’s investment management platform and planning services to individuals,families and select institutions.
New Additions & Expansion
September 2009 -- GW & Wade, LLC continues to grow both on the East and West Coast. As a result, the Palo Alto office in California welcomes Anthony Wan, Associate Counselor, who will be relocating from the Wellesley office to join the rapidly growing team in Palo Alto.
GW & Wade Featured in the July 13th, 2009 Edition of
BusinessWeek:
Portfolio Planning: A Case Study
Five advisers come up with a financial plan for a hypothetical baby boomer couple with kids in college, aging parents, and a decimated retirement account.
The market meltdown unmoored many a financial plan. With the portfolios of countless baby boomers a shadow of what they once were, BusinessWeek asked five top investment advisers to draft a plan that would enable a hypothetical couple to meet all of their financial obligations. (View the Article)
GW & Wade ranked #16 (out of 380) in Financial Advisor Magazine's 2009 Top RIA Survey.
(View the Rankings)
Promotions & Expansion
August 2008 -- GW & Wade, LLC continues to grow both on the East and West Coast. As a result, the Palo Alto office in California welcomes Steven Keirn, a newly promoted Wellesley-based Counselor who will relocate to the West Coast. The changes come thanks to the hard work of our team of Counselors and Business Development efforts in California.
In addition, GW & Wade is proud to announce the opening of its New York office. Due to the growing client base throughout New York and the surrounding areas, GW & Wade is excited to become more involved in this dynamic region.
GW & Wade is proud to be a 2006-2007 sponsor of a Young Heroes Team at City Year Boston.
The Young Heroes program is a leadership development and community service program for 6-8th grade students. It is run by City Year corps members and takes place on three Saturdays a month from January to May. This year, 150 Young Heroes participants learn about teamwork, diversity, leadership skills, and the social issues in their communities and help address them though hands-on community service.
To view the article in TIME Magazine please click here.
For more information about City Year and The Young Heroes Team Program please visit www.cityyear.org.
GW & Wade has been featured in the Wealth Builders Supplement of the Boston Business Journal
June 9-15, 2006
The One-Stop Shop: Right for Wealth Management?
"Neil Goldberg, senior vice president for business development at Wellesley-based GW & Wade, said it's important clients understand where a firm is coming from in offering investment advice and other services. Some may bring biases in the form of sponsored products or other unseen relationships." (View the article)
GW & Wade Named One of the
"Best Places to Work in Massachusetts" By the Boston Business Journal
BOSTON, MA (May 9, 2006) -- The Boston Business Journal has named GW & Wade one of the Best Places to Work in Massachusetts in its fourth annual regional awards program. The honor recognizes the company's achievements in creating a positive work environment that attracts and retains employees through a combination of employee satisfaction, working conditions, and company culture.
Wellesley-based GW & Wade was one of more than 300 companies to qualify for consideration, making the top 20 list in its size category based on the results of employee-satisfaction surveys taken throughout the spring.
"We are very proud to be a winner of this award," said Neil L. Goldberg, Sr. Vice President Business Development. "The dedication of our entire staff to our clients and to each other is apparent every day at GW & Wade."
George Donnelly, Boston Business Journal editor said, "For the fourth year in a row, our results validate how the creation of the right corporate culture can create powerful business advantages. Employees are proud to work for companies that are about more than just business."
The survey project itself was launched in January by the Boston Business Journal in conjunction with market research firm QMR, Inc. of Wichita, Kansas. Companies were evaluated on the results of more than 20,000 employee-satisfaction surveys. Employees answered questionnaires that addressed such factors as their pride in the company, company encouragement, support and recognition of achievement and relationships with co-workers and supervisors. The results were analyzed and scored by assigning points to each question.
"Accommodating employees' personal needs pays back dividends of loyalty and productivity," said Boston Business Journal Publisher Michael Olivieri. "The companies on our list recognize that their commitment to employees is especially important as the economy strengthens and competition for talent continues to grow."
"We strive to be open and innovative," said Neil L. Goldberg, Sr. Vice President Business Development, "and we are proud to be recognized by the area's leading business journal as one of our size category's top 20 Best Places to Work in Massachusetts."
About GW & Wade
GW & Wade is an independent fee-based financial advisory firm with offices in Wellesley, MA and Palo Alto, CA . Since 1986 GW & Wade has provided financial, investment, estate and tax planning services to successful individuals and their families. We also provide personal financial counseling for the executive management teams of public and private companies. For more information, call GW & Wade, LLC at 781.239.1188.
Media inquiries please contact:
Laurie Gerber
781.239.1188
lgerber@gwwade.com
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