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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NOVEMBER 2020 CLIENT QUESTION: POST ELECTION
by Andrew Murphy, CFA Senior Director, Portfolio Management DOWNLOAD/PRINT In our piece last month on The Presidential Election, we stated that the market is not likely to…
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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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Max Winthrop featured in Driving Success with the Addepar Partner Program
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OCTOBER 2020 MARKET RECAP
Market Commentary |by Andrew Murphy, CFA Senior Director, Portfolio Management DOWNLOAD/PRINT The end of October feels a bit like we are…
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Winthrop Wealth Named 2020 Winner for the Greater Boston’s Best and Brightest Companies to Work For
Accolades |Winthrop Wealth has been named a 2020 Winner for the Greater Boston’s Best and Brightest Companies to…
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Q3’2020 MARKET REVIEW AND OUTLOOK
Market Commentary |by Andrew Murphy, CFA Senior Director, Portfolio Management DOWNLOAD/PRINT OVERVIEW – THIRD QUARTER 2020 In the third quarter of…
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OCTOBER 2020 CLIENT QUESTION: THE PRESIDENTIAL ELECTION
Client Question of the Month |by Andrew Murphy, CFA Senior Director, Portfolio Management DOWNLOAD/PRINT The Presidential Election is only a few weeks away and…
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SEPTEMBER 2020 CLIENT QUESTION: THE FEDERAL RESERVE
Client Question of the Month |by Andrew Murphy, CFA Senior Director, Portfolio Management PRINT/DOWNLOAD The Fed has implemented an extraordinary amount of monetary stimulus…
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