Insights

DECEMBER 2020 CLIENT QUESTION OF THE MONTH: FAVORITE CHARTS OF 2020

Client Question of the Month | January 11th, 2021

For our December Client Question of the Month, we thought it would be helpful to update some of our favorite charts that put the year…

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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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NOVEMBER 2020 MARKET RECAP

Market Commentary | December 4th, 2020

by Andrew Murphy, CFA Senior Director, Portfolio Management DOWNLOAD/PRINT November was a historic month for the stock market as the S&P 500 returned 11.0%, only the eighth…

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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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Forbes: 2021 Best-In-State Wealth Advisors

Accolades | February 19th, 2021

This year’s Best-In-State Wealth Advisors list spotlights over 5,000 top advisors across the country who were nominated by their firms — then researched, interviewed and…

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