wealth-insights

Wealth Insights

2025 Year-End Financial Planning Reminders

November 24, 2025 | By Melissa F. Jacoby

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

October 8, 2025 | By Mark Lewis, CFA, CFP®

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

September 29, 2025 | By Melissa F. Jacoby

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

August 26, 2025 | By Daniel J. Fasciano, CFA, CMT, CAIA

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

August 4, 2025 | By GW&K

GW&K’s Private Wealth team shares actionable strategies to prepare your next generation for financial success.

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Wealth Insights

6 Charitable Giving Strategies For 2025

June 27, 2025 | By Melissa F. Jacoby

Charitable giving provides a wealth of benefits, including the opportunity to reinforce family unity and legacy. Wealth Strategist Melissa Jacoby compares some of the options for giving, and their estate plan impacts.

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Wealth Insights

Preparing the Next Generation for Inheritance

May 8, 2025 | By Scott R. Peterson, CFA, CTFA, AEP

Passing wealth to future generations is a big responsibility. Senior Private Wealth Advisor Scott Peterson shares insights on preparing the next generation to inherit family wealth.

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Wealth Insights

You Inherited an IRA…Now What?

April 4, 2025 | By Melissa F. Jacoby

IRA inheritance rules can be complex. This article breaks down what both account holders and beneficiaries need to know.

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Wealth Insights

Navigating the Death of a Loved One

September 28, 2023 | By Melissa F. Jacoby

Losing a loved one can be an overwhelming experience. We’ve created the following checklist to serve as a helpful guide during a stressful time.

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