Daniel J. Fasciano, CFA, CMT, CAIA

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’.”

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GW&K Investment Review 2Q 2024

Firm-wide | Insight

ECONOMIC COMMENTARY There seems to be an important and profound difference between how Americans are living their lives and how they’re feeling about the health of the country. With unemployment so low, wages rising, and home/work schedules more flexible than ever, one would expect the nation’s mood to be upbeat, but that is not the

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Titling Assets

Firm-wide | Insight

Don’t Miss This Critical Aspect of Estate Planning While having an up-to-date will is a vital step in estate planning, it’s also important to ensure your financial assets and property are titled properly, and that you have designated the correct beneficiaries. Titling assets, including individual and joint ownership or making the assets part of a trust, determines who

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FundFire – GW&K added to Merrill’s Premium Access Strategies (PAS) Platform

Firm-wide | Press Mention

GW&K was mentioned in a FundFire article, entitled, “Merrill Beefs Up Dual-Contract Platform, Lowers Minimums.” Read Article Here By clicking on any of the links you will be redirected to an external site. These links are provided for informational purposes only; they do not constitute an endorsement or approval of any products, services or opinions of

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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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