Wealth Insights
The Importance of Tax Planning
Thoughtful tax planning can help reduce surprises and improve outcomes. Explore key strategies for retirees, investors, and families.
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wealth-insights
wealth insights
Wealth Insights
Preparing for Your Child’s Financial Adulthood: Key Estate Planning Moves
Turning 18 brings more than new freedoms — and new legal and privacy rules. Melissa Jacoby outlines key planning documents that can help in emergencies and everyday life.
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Wealth Insights
Asset Allocation Beyond Market Headlines
Diversification matters: Bonds historically outperform cash in downturns, offering principal protection and steady income alongside stocks.
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Wealth Insights
Long-Term Care Insurance Basics
Long term care planning matters more than many realize. GW&K’s Matt Shumaker answers key questions on costs, coverage, and timing.
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Wealth Insights
2025 Year-End Financial Planning Reminders
GW&K Wealth Strategist Melissa Jacoby shares strategies that can enhance tax efficiency and strengthen your long-term financial well-being.
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Wealth Insights
Diversification: A Reminder of the Bond Market’s Role
Diversification matters: Bonds historically outperform cash in downturns, offering principal protection and steady income alongside stocks.
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Wealth Insights
Considerations For 2025 And Future Tax Years
Plan smarter under the One Big Beautiful Bill Act: Melissa Jacoby shares new tax breaks and fresh strategies to protect your wealth.
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Wealth Insights
Navigating the Evolution of Private Wealth Management
GW&K’s Director of Private Wealth Management, Dan Fasciano, shares his thoughts about the state of the wealth management business today and offers valuable advice for those seeking to secure their financial future.
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Wealth Insights
Strategies for Wealth Transfer Success
GW&K’s Private Wealth team shares actionable strategies to prepare your next generation for financial success.
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