Insights
Q2’2020 MARKET REVIEW & OUTLOOK
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
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
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
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?
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
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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SEPTEMBER 2020 CLIENT QUESTION: THE FEDERAL RESERVE
by Andrew Murphy, CFA Senior Director, Portfolio Management PRINT/DOWNLOAD The Fed has implemented an extraordinary amount of monetary stimulus to help the economy recover from the coronavirus.…
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Q2’2020 MARKET REVIEW & OUTLOOK
Market Commentary |by Andrew Murphy, CFA Senior Director, Portfolio Management DOWNLOAD/PRINT OVERVIEW – SECOND QUARTER 2020 From an investment perspective,…
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June 2020 Client Question: Dire Market Predictions
Client Question of the Month |by Andrew Murphy, CFA | Senior Director of Portfolio Management DOWNLOAD/PRINT As a wealth management firm we are inundated with…
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WINTHROP WEALTH PRINCIPLES FOR INVESTING IN THE STOCK MARKET
Insights, Market Commentary |by Andrew Murphy, CFA | Senior Director of Portfolio Management PRINT/DOWNLOAD At Winthrop Wealth, we apply a total net worth…
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November 2019 Client Question: Stocks and Bonds Diversification
Client Question of the Month |by Andrew Murphy, CFA | Director of Portfolio Management In our October Client Question of the Month,…
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September 2019 Client Question of the Month: How’s the market doing?
Client Question of the Month |by Andrew Murphy, CFA Director of Portfolio Management We’ve received a few questions over the last several…
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Q3 2019 Market Review and Outlook
Market Commentary |by Andrew Murphy, CFA Director of Portfolio Management OVERVIEW – THIRD QUARTER 2019 Major financial asset classes…
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Winthrop Wealth – Secures and donates needed Personal Protective Equipment (PPE) for front line health care workers
Blog, Updates |As reported, early on during the COVID 19 crisis, there was a significant shortage of PPE and…
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AUGUST 2020 CLIENT QUESTION: FEDERAL DEBT
Client Question of the Month |by Andrew Murphy, CFA Senior Director, Portfolio Management DOWNLOAD/PRINT The federal debt has become a hot button issue in…
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AUGUST 2020 MARKET RECAP
Market Commentary |by Andrew Murphy, CFA Senior Director, Portfolio Management DOWNLOAD/PRINT The market posted its best August return since 1986 as…
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JULY 2020 MARKET RECAP
Market Commentary |by Andrew Murphy, CFA Senior Director, Portfolio Management DOWNLOAD/PRINT July was another strong month in the equity market as…
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JULY 2020 CLIENT QUESTION: INVESTING VS. GAMBLING
Client Question of the Month |by Andrew Murphy, CFA Senior Director, Portfolio Management DOWNLOAD/PRINT Over the past few weeks, we have received several questions…
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CONSIDERATIONS FOR PURCHASING A NEW HOME
Blog |KENNETH J. DEAN CPA, CFP®, CFA, MSTSENIOR DIRECTOR, FINANCIAL PLANNING PRINT/DOWNLOAD From the perspective of a financial…
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