Dan Fasciano Interviewed in the Boston Business Journal
Dan Fasciano, Director of Private Wealth Management, shares how GW&K — ranked by BBJ as the largest independent investment advisor in Massachusetts — is responding to our clients’ needs and questions during this challenging market cycle in this Boston Business Journal article, “Boston Wealth Advisor Talks Recession, Investing, and ‘Millionaires Tax’.”
As year-end approaches, here are some estate planning ideas that may offer valuable financial and tax-saving opportunities. This is also a good time of year to speak with your financial advisor to consider and adjust your current financial strategies to ensure they align with your goals. As year-end approaches, here are some estate planning ideas
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 as they review events from the second quarter of 2023 and discuss: How the Israel-Hamas war may affect markets What the current rate environment means for investors, including the outlook for consumption and residential housing amid high
In many ways, the world is still trying to find its footing amid the aftershocks of Covid. With the crisis ushering in everything from economic shutdowns to consumption explosions, from fiscal profligacy to monetary restraint, is it any wonder our social norms have struggled to keep up with all the change? The good news is
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.