Insights
Q3 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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October 2019 Market Recap
by Andrew Murphy, CFA | Director of Portfolio Management October was another strong month for equities as the S&P 500 increased by +2.2% and is…
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Q3 2019 Client Question of the Month: How’s the market doing?
Client Questions |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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October 2019 Client Question: What are the benefits of a diversified portfolio?
Client Questions |by Andrew Murphy, CFA | Director of Portfolio Management At Winthrop Wealth Management, we apply a total…
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August 2019 Client Question: Negative Rates and Yields
Client Questions |We’ve received several questions on “negative interest rates and yields” over the past few weeks as this…
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August 2019 Recap
Market Commentary |Equity markets declined in August as the S&P 500 dropped by -1.6%. Despite the monthly decline, the…
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End-Of-Life Planning
Blog |Talking with your parent(s) about major medical and financial decisions can be difficult. Discussing how to distribute…
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