Wealth Insights
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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Taxable Bond
Client Portfolio Manager Michael Wands explores how higher yields may restore fixed income’s role in diversification, income, and volatility dampening within portfolios.
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Macro
In his Q1 2026 Economic Letter, Harold G. Kotler shares a timely reminder: patience, discipline, and diversification matter.
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Municipal Bond
GW&K’s 1Q2026 Municipal Bond Commentary: what drove muni returns, where value re-emerged, and how we’re positioning amid rate and geopolitical risks.
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Taxable Bond
Geopolitics lifted oil and volatility, pressuring bonds and credit. Securitized held up; we see risk rotation — stay actively positioned.
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Domestic Equity
An energy-price shock ended the S&P 500 rally and sparked a correction — Energy surged while AI fears hit Tech. Read our Domestic Equity commentary.
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Global Equity
Global equities reversed in March amid Iran-related conflict. We assess energy risks, inflation implications, and where quality can win.
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Wealth Insights
Diversification matters: Bonds historically outperform cash in downturns, offering principal protection and steady income alongside stocks.
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Municipal Bond
The muni market has reset to healthier levels, with yields at six-month highs, improved relative value ratios, and a more normalized curve.
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