Insights

JULY 2021 MARKET RECAP

Market Commentary | August 5th, 2021

by Andrew Murphy, CFA Co-Chief Investment Officer DOWNLOAD/PRINT July was another strong month in the equity markets as the S&P 500 increased by +2.4%. This was the…

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AUGUST 2021 CLIENT QUESTION OF THE MONTH: DEBT

Client Question of the Month | July 24th, 2021

by Andrew Murphy, CFA Co-Chief Investment Officer DOWNLOAD/PRINT The federal debt has become a hot button issue in recent years and especially in the last several months…

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Insights

MAY 2021 MARKET RECAP

Market Commentary | June 4th, 2021

by Andrew Murphy, CFA Co-Chief Investment Officer DOWNLOAD/PRINT The stock market continued higher in May as the S&P 500 increased by +0.7% in the month, bringing the…

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JULY 2021 CLIENT QUESTION OF THE MONTH: MARKET TIMING DOES NOT WORK

Client Question of the Month | June 4th, 2021

by Andrew Murphy, CFA Co-Chief Investment Officer DOWNLOAD/PRINT In our July Client Question of the Month, we thought it would be helpful to assemble our favorite charts…

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JUNE 2021 CLIENT QUESTION OF THE MONTH: INFLATION

Client Question of the Month | May 13th, 2021

by Andrew Murphy, CFA Co-Chief Investment Officer DOWNLOAD / PRINT As the United States begins to emerge from the pandemic and the economy (fueled by unprecedented amounts…

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APRIL 2021 MARKET RECAP

Market Commentary | May 4th, 2021

by Andrew Murphy, CFA Co-Chief Investment Officer DOWNLOAD/PRINT The stock market rally continued in April as the S&P 500 increased by +5.3% in the month, bringing the…

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Q1’2021 MARKET REVIEW AND OUTLOOK

Market Commentary | April 7th, 2021

by Andrew Murphy, CFA Co-Chief Investment Officer DOWNLOAD / PRINT OVERVIEW The world looks quite a bit different than it did at the beginning of last…

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Insights

2020 AND 2021 FEDERAL TAX DEADLINES

Updates | March 30th, 2021

By Kenneth J Dean CPA, CFP®, CFA, MSTSenior Director, Financial Planning DOWNLOAD/PRINT The Treasury Department and Internal Revenue Service has announced that the federal income…

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APRIL 2021 CLIENT QUESTION OF THE MONTH: TAX-LOSS HARVESTING

Client Question of the Month | March 29th, 2021

by Andrew Murphy, CFA Co-Chief Investment Officer DOWNLOAD/PRINT We are moving into Spring, which means (hopefully) warmer weather and that we are getting closer to Tax Day.…

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2020 MARKET REVIEW AND OUTLOOK

Market Commentary | January 6th, 2021

by Andrew Murphy, CFA Senior Director, Portfolio Management DOWNLOAD/PRINT 2020 OVERVIEW Our goal with this piece is to provide a recap and analysis of the major financial…

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Q2’2020 MARKET REVIEW & OUTLOOK

Market Commentary | July 7th, 2020

by Andrew Murphy, CFA Senior Director, Portfolio Management DOWNLOAD/PRINT OVERVIEW – SECOND QUARTER 2020 From an investment perspective, the second quarter of 2020 was far superior…

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June 2020 Client Question: Dire Market Predictions

Client Question of the Month | June 24th, 2020

by Andrew Murphy, CFA | Senior Director of Portfolio Management DOWNLOAD/PRINT As a wealth management firm we are inundated with a never ending flow of predictions about what…

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WINTHROP WEALTH PRINCIPLES FOR INVESTING IN THE STOCK MARKET

Market Commentary | June 19th, 2020

by Andrew Murphy, CFA | Senior Director of Portfolio Management PRINT/DOWNLOAD At Winthrop Wealth, we apply a total net worth approach to wealth management that combines both comprehensive…

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November 2019 Client Question: Stocks and Bonds Diversification

Client Question of the Month | December 6th, 2019

by Andrew Murphy, CFA | Director of Portfolio Management In our October Client Question of the Month, we highlighted the benefits of a globally diversified…

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September 2019 Client Question of the Month: How’s the market doing?

Client Question of the Month | October 8th, 2019

by Andrew Murphy, CFA Director of Portfolio Management We’ve received a few questions over the last several weeks on the differences between major US indices.…

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Q3 2019 Market Review and Outlook

Market Commentary | October 8th, 2019

by Andrew Murphy, CFA Director of Portfolio Management OVERVIEW – THIRD QUARTER 2019 Major financial asset classes posted mixed results in the third quarter of…

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AUGUST 2021 MARKET RECAP

Market Commentary | September 4th, 2021

by Andrew Murphy, CFA Co-Chief Investment Officer DOWNLOAD/PRINT The stock market continued to celebrate in August as the S&P 500 increased by +3.0%. This was the seventh…

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