Insights

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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Insights

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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Insights

WINTHROP WEALTH PRINCIPLES FOR INVESTING IN THE STOCK MARKET

Insights, 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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Insights

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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Insights

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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Insights

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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Insights

JULY 2020 MARKET RECAP

Market Commentary | August 4th, 2020

by Andrew Murphy, CFA Senior Director, Portfolio Management DOWNLOAD/PRINT July was another strong month in the equity market as the S&P 500 increased by 5.6%, continuing the…

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