Dan Fasciano Interviewed in the Boston Business Journal

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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Strategies for Avoiding Probate

Firm-wide | Insight

When an individual passes away, their assets are often subject to the probate process — a legal proceeding where a court formally authenticates the last will and testament, the appointment of an executor, and the distribution of assets to intended beneficiaries. In the absence of a will, the court will rely on their state’s probate

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Navigating the Concentrated US Stock Market

Firm-wide | Insight

Highlights: US equity markets have recently experienced extremely narrow breadth, with a handful of stocks contributing to the lion’s share of overall gains. Rather than seeing this as an ominous risk signal, we believe the market’s “bad breadth” reflects a rational assessment of a tug of war between tight monetary policy and AI-driven exuberance. History

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GW&K Investment Management Celebrates 50 Years of Excellence

Firm-wide | Press Release

BOSTON, MA – July 17, 2024 GW&K Investment Management (GW&K), an entrepreneurial-driven investment management firm offering active equity and fixed-income investment solutions to meet the needs of a diverse client base, is pleased to announce the commemoration of its 50th anniversary this year. In reflecting on this key milestone, Harold Kotler, chairman and a founder

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