Ryan Bartholomew, JD, LL.M’s Post

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/Q02kMmrr0

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

We are excited to share that GW & Wade has been recognized in the 2023 Forbes/SHOOK ranking of America’s Top 100 RIA Firms. This ranking would not be possible without the hard work and dedication of our team, as well as the trust and partnership of our clients. Thank you to everyone who played a part in our earning this recognition! To learn more about this year’s rankings, please click here: https://hubs.ly/Q02d4lMH0 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.ly/Q02d4pNl0

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/Q026S1y40 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/Q026RYjf0

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/Q026hKHp0

Exercising stock options requires careful planning in order to maximize the benefit to you. On June 27th, we will be hosting a webinar to explain how tax planning plays a crucial role in equity compensation. Register now. https://hubs.li/Q01TmMl40

Serving founders and their teams for the last 3 decades, GW & Wade is proud to sponsor Underscore VC’s 2023 events for the Core community and those focused on driving innovation. https://hubs.li/Q01NkGkz0

In our Q1 Economic & Market Commentary, we discuss inflation, the collapse of Silicon Valley Bank, climbing interest rates, and the outlook for the next quarter. Read more: https://hubs.li/Q01Msn2t0

In our Q4 Economic & Market Commentary, we discuss the fourth quarter of 2022, recent market developments, and the outlook for the new year. https://hubs.li/Q01Bm2XC0