Growth + Valuation – Seek to identify both early-stage and traditional growth companies with sustainable earnings power and strong competitive positions, and where we believe growth is not yet recognized by the market
Global Research Expertise – Integrated approach combines in-depth fundamental research by experienced sector specialists with a macroeconomic risk overlay
Risk-Sensitive – Risk management is present at each stage of the investment process
Year-end is an excellent time to review your estate and financial plan. GW&K’s Wealth Strategist, Melissa Jacoby, shares year-end planning ideas that may offer meaningful tax-savings opportunities in her updated guide.