2023 Year-End Tax and Estate Planning Guide
Firm-wide | Insight

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.

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US Consumer Spending: Resilient Today, Uncertain Tomorrow
Global Equity | Insight

Despite gloomy sentiment surveys from US consumers for more than a year, consumer spending has remained resilient — despite high interest rates from the long Fed rate hiking cycle. Read more from GW&K’s Global Strategist about his latest research.

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Know Your C-Suite: The Importance of Small Cap Management Teams
Domestic Equity | Insight

Active small cap managers can help create opportunities for investors through rigorous company research, including knowing the management teams at companies they invest in. Equity Portfolio Manager Joe Craigen shares his take.

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Listen: GW&K Market Insights with Harold Kotler & Bill Sterling
Firm-wide | Insight

We invite you to listen to our quarterly conversation with Harold Kotler, Bill Sterling, and moderator Dan Fasciano.

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California’s Proposition 2 Provides Guardrails for Future Fiscal Challenges
Municipal Bond | Insight

After two years of unprecedented revenue growth in the US, many states, including California, are now experiencing tax revenue declines. Despite this, the state has addressed a sizeable budget gap and now seems well positioned to manage future fiscal challenges.

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GW&K Domestic Equities Strategy Commentary – 3Q 2023
| Market Commentary

Resilience was the word for this quarter, and perhaps will continue to be for at least the near term...How this interplay between a stronger economy and higher interest rates plays out is difficult to predict

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Media Inquiries

All inquiries from the media may be directed to:

WT Blase & Associates
Bill Blase or Sara Minar
gwkinvest@wtblase.com | 212.221.1079

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GW&K's CIO and Portfolio Managers share their insights and opinions on the economy and market each quarter.

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