CEO & Wealth Advisor
Rod founded the firm in 1986 as Wade and Associates and incorporated the firm as Wade Financial Advisory, Inc. (WFA) in...
About Us
Wade Financial Advisory, Inc. (WFA) is a fee-only wealth management firm based in Campbell, CA, and serving Silicon Valley.
Managing Your Wealth
As your wealth advisors, we help manage every aspect of your financial life, partnering, educating, and guiding you throughout the process to help you make well-informed financial decisions.
Investing your money
At Wade Financial Advisory, Inc., we do not believe in the concept of "hot" stocks or in seeking short-term returns from any investment. Nor do we believe in attempting to "time" the market.
Empowering you to act with clarity and confidence, to ultimately live a more meaningful, satisfactory life.
There's a significant difference between financial advisors who merely tick the boxes and ones who are genuinely committed to understanding the needs and aspirations of their clients.
At Wade Financial Advisory, Inc., we have the depth to engage complexity for our clients, and the wisdom to introduce simplicity where it is warranted
Wealth Advisors
Wealth Advisor
Eric has been with Wade Financial Advisory, Inc. (WFA) since 2012. Since joining WFA, he has taken on the...
Wealth Advisor
Annrose is a native New Yorker who moved to the Bay area in August 2015. She has over 15 years of experience in the...
Wealth Advisor
Pat joined Wade Financial Advisory, Inc. (WFA) in 2019 after spending over 28 years as a financial advisor at American...
Blogs
The IRS is issuing economic impact payments (EIP) to millions of eligible taxpayers (up to $1,200 for individuals and $2,400 for joint filers). A taxpayer is eligible if their adjusted gross income is below $99k for individual filers or $198k for joint filers. The payments are automatic for eligible taxpayers who have already filed their 2018 or 2019 tax returns and provided their bank account information to the IRS, as well as for those who...
In recent weeks, stock and bond markets have been turbulent as the current and future impact of the coronavirus is being incorporated into investment markets. With our upcoming quarterly investment update, we will provide a more in-depth update on recent market events. As is our practice, we are monitoring portfolios to balance risks and opportunities within markets, and make adjustments where appropriate. Over the course of 2020, high yield bonds shifted from paying ~3% above...
Required Minimum Distribution Rules Are Suspended for 2020 In normal times, after reaching the magic age, you must start taking annual required minimum distributions (RMDs) from traditional IRAs and from qualified retirement plan accounts. The magic age is 70 1/2 if you attained that age before 2020 or 72 if you attain age 70 1/2 after 2019. Thankfully, the CARES Act suspends all RMDs that you would have to take in 2020. For 2021 and...