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Bloomberg – Daniel L. Miller quoted

January 15, 2021

Partner and Director of Equities, Daniel L. Miller, CFA was quoted in an article from Bloomberg, entitled, “Riskier the Better Is Rallying Cry of Day Traders Going Small.”

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Fortune – Bill Sterling Quoted

Firm-wide | Press Mention

Global Strategist, William Sterling, Ph.D. was quoted in a Fortune article, entitled, “The stock market loves Trump—but demand for ‘crash protection’ just hit an all-time high”   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

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2024 Year-End Financial Planning Reminders

Firm-wide | Insight

As 2024 draws to a close, many of us are busy with family gatherings, events, and travel. The approach of a New Year is also an important time to review key documents to confirm named beneficiaries, executors, and trustees, as applicable. Each year we remind clients to revisit their estate plans to confirm they reflect

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Mixed Signals

Firm-wide | Insight

WHAT POST-ELECTION MARKET INDICATORS ARE TELLING US GW&K Insights | December 2024 Highlights: While stock market volatility has dropped to unusually low levels after Trump’s election, traders are paying record prices for protection against extreme market moves. Markets appear to be pricing in positive outcomes from potential tax cuts and deregulation while hedging against risks

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