Resources

We know how to help you.

Our resource center is here to provide you with a number of useful tools and resources to help you navigate the financial world.

Videos

These engaging, short videos focus on a variety of financial topics and illustrate key financial concepts and current events. Enjoy!

Navigating Volatile Markets

Winthrop Wealth’s February 2020 commentary by Andrew Murphy, CFA. This month’s recap and client question include recent market volatility, the coronavirus, and the U.S. stock market performance during other previous health emergencies. Our advice in volatile markets is put the environment into perspective, avoid making emotional decisions, and rely on the combination of comprehensive financial planning and investment management to help reach your long-term goals.

2019 Market Review and Outlook

Winthrop Wealth’s Director of Portfolio Management, Andrew Murphy, CFA, walks through key highlights from our 2019 Market Review & Outlook.