Macro

GW&K Investment Review 1Q 2024

April 11, 2024 | By Harold G. Kotler, CFA

GW&K Quarterly Investment Review featuring Founder-Chairman and Chief Investment Officer Harold G. Kotler's economic commentary.

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Wealth Insights

Tax Planning For 2024

April 4, 2024 | By Melissa F. Jacoby

It’s never too early in the year to proactively assess your tax situation and explore planning opportunities, with the aim of optimizing your financial strategy and minimizing tax liabilities.

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Macro

A Welcome Burst in Productivity Growth

March 13, 2024 | By William Sterling, Ph.D.

Global Strategist Bill Sterling shares his latest research on US productivity in 2023, which had the most growth since the early 2000's, outside of recessions.

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Global Equity

Is the US Dollar Overvalued?

February 23, 2024 | By William Sterling, Ph.D.

After an 11-year climb from 2011 to 2022, the foreign exchange value of the US dollar remains very high by many measures. Read more from Global Strategist Bill Sterling.

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Wealth Insights

Navigating the Evolution of Private Wealth Management

December 12, 2023 | 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

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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Wealth Insights

Considerations When Changing Domicile

June 15, 2023 | By Melissa F. Jacoby

The end of the year can be an opportune time to review key documents to confirm named beneficiaries, executors, and trustees.

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Wealth Insights

Quick Tips for Safeguarding Your Personal Data

January 23, 2023 | By Melissa F. Jacoby

The end of the year can be an opportune time to review key documents to confirm named beneficiaries, executors, and trustees.

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