Insights
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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2019 Market Review and Outlook
by Andrew Murphy, CFA Director of Portfolio Management DOWNLOAD What a difference a year makes! In December of 2018 the equity markets were painting a dark story…
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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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December 2019 Client Question: How does the stock market’s return in 2019 compare to previous years?
Client Question of the Month |by Andrew Murphy, CFA | Director of Portfolio Management DOWNLOAD How does the stock market’s return in 2019 compare to…
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New Retirement Plan Rules – SECURE Act
Blog, Insights |by Kenneth J. Dean, CPA, CFP®, CFA, MST Director of Financial Planning The Setting Every Community Up…
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2020 Tax Updates
Blog |Qualified Accounts 2020 contribution limits for your 401(k), 403(b), or a 457 plan have increased from $19,000…
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November 2019 Market Recap
Market Commentary |by Andrew Murphy, CFA | Director of Portfolio Management November was another strong month in the equity…
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Winthrop Wealth Named 2019 Winner for the Greater Boston’s Best and Brightest Companies to Work For
Accolades |Winthrop Wealth Management has been named a 2019 Winner for the Greater Boston’s Best and Brightest Companies…
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