We have helped our clients sustain and grow their wealth for half a century. Understanding your financial and life goals are just as important to our team as investment acumen, and we take pride in being responsive, resourceful, and trusted partners for our clients.
GW&K Investment Management, LLC (GW&K) is a Securities and Exchange Commission (SEC) registered investment adviser with office locations in Massachusetts and Florida.
We have the experience, resources, and investment talent to create a wealth journey tailored for you.
Whether your financial situation is simple or complex, we’ll work closely with you to get a deep understanding of your lifestyle, wealth, investing, and risk needs so we can have a trusted and productive partnership. We offer individually managed tax-sensitive portfolios to satisfy your objectives for risk tolerance, income, and capital appreciation.
We have helped our clients sustain and grow their wealth for half a century. Understanding your financial and life goals is just as important to our team as investment acumen, and we take pride in being responsive, resourceful, and trusted partners for our clients.
Municipal Bond
Municipal bonds sold off sharply in September, but higher yields and improved relative value may create a more attractive starting point for investors.
Read Article
Macro
History suggests the 15 months surrounding a midterm election have been favorable for stocks—but interim declines are common, making patience and discipline essential.
Read Article
Taxable Bond
Yields moved significantly higher across the curve in September, as the Federal Open Market Committee (FOMC) delivered a rate hike for the first time since 2023.
Read Article
Macro
Bond yields have risen as investors reassess Fed policy, inflation and the cost of lending for longer. Global Strategist Bill Sterling explores what higher starting yields mean for bond investors.
Read Article
Wealth Insights
Explore UTMA/UGMA accounts, 529 plans, and 530A Accounts, and learn how families can align gifts for children and grandchildren with their broader financial goals.
Read Article
Taxable Bond
During August, the yield on the 30-year Treasury Bond hit a post-Global Financial Crisis (GFC) high of 5.34%. Subsequently, Treasury Secretary Bessent surprised the market by announcing plans to increase the size of buybacks for longer-dated US Government Bonds, briefly pushing yields lower.
Read Article