Resources

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

Q1’2020 Market Review and Outlook

The first quarter of 2020 will forever be synonymous with the coronavirus crisis. The virus has not only driven financial markets but has turned our daily lives upside down. These are truly unprecedented times. Most importantly, we hope you are all staying safe and healthy.

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.