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Winthrop Partners

Winthrop Partners

Fiduciary Financial Advisor & Wealth Management

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Category: Our Blog

The default category for blog posts.

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5 Year-End Tax Moves Every Pre-Retiree Should Consider Before December 31, 2025

Posted on October 27, 2025 by Brian Werner CFA®, CFP®

5 Year-End Tax Moves Every Pre-Retiree Should Consider Before December 31, 2025

Posted on October 27, 2025 by Brian Werner CFA®, CFP®

If you’re within five to ten years of retirement, year-end planning can protect more of what you’ve earned. 2025 comes with real deadlines, contribution caps, Required Minimum Distribution (RMD) timing,

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Financial Planning, Investment Management, Our Blog, Retirement Planning, Tax Strategy, Year-End Planning 2025 year-end tax planning, 401(k) and IRA limits 2025, donor advised funds, Pittsburgh retirement advisor, pre-retiree financial planning, Qualified Charitable Distributions, Required Minimum Distributions, retirement tax strategies, Roth conversion 2025, SECURE 2.0 updates, tax planning for retirees, year-end financial checklist

Government Shutdowns and Your Portfolio: What Actually Matters

Posted on October 16, 2025 by Brian Werner CFA®, CFP®

Government Shutdowns and Your Portfolio: What Actually Matters

Posted on October 16, 2025 by Brian Werner CFA®, CFP®

Government shutdown headlines can rattle nerves, especially if you’re retired or getting close. But here’s what the data shows: markets have handled shutdowns pretty well historically. We’ll walk you through

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Financial Planning, Investment Management, Market Commentary, Our Blog, Retirement Planning, Tax Strategy

Planning for Retirement: How to Build Confidence, Clarity, and Peace of Mind

Posted on September 25, 2025 by Jennifer D. Roberts

Planning for Retirement: How to Build Confidence, Clarity, and Peace of Mind

Posted on September 25, 2025 by Jennifer D. Roberts

  For many people, the word “retirement” sparks mixed emotions. Excitement, because the thought of enjoying life without work obligations is appealing. Anxiety, because it can feel uncertain — will

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Our Blog, Retirement planning, retirement, wealth managemen

Fed Rate Cuts and Their Impact on Long-Term Investment Strategy

Posted on September 24, 2025 by Brian Werner CFA®, CFP®

Fed Rate Cuts and Their Impact on Long-Term Investment Strategy

Posted on September 24, 2025 by Brian Werner CFA®, CFP®

The investment adage “don’t fight the Fed” emerged in the 1970s and remains increasingly relevant today. This concept emphasizes that Federal Reserve monetary policy choices can significantly influence markets and

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Our Blog, Weekly Financial Updates Financial Wealth, payroll, the FED

Building Financial Confidence in Uncertain Times: Why a Fiduciary Approach Matters

Posted on September 18, 2025 by Tom Saunders

Building Financial Confidence in Uncertain Times: Why a Fiduciary Approach Matters

Posted on September 18, 2025 by Tom Saunders

Financial markets have always had ups and downs, but the past few years have felt especially turbulent. Inflation, rising interest rates, stock market swings, and global uncertainty can make even

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Life & Wealth, Our Blog Financial Wealth, generational wealth

How the Large Movement of Money Between Generations Creates Planning Opportunities

Posted on September 16, 2025 by Ryan Carney, CFP®

How the Large Movement of Money Between Generations Creates Planning Opportunities

Posted on September 16, 2025 by Ryan Carney, CFP®

“Life affords no greater responsibility, no greater privilege, than the raising of the next generation.” This quote from former United States Surgeon General C. Everett Koop highlights what many people

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Our Blog, Weekly Financial Updates Assets, generational wealth, Wealth planning

Understanding Jobs and Mixed Economic Signs

Posted on September 9, 2025 by Brian Werner CFA®, CFP®

Understanding Jobs and Mixed Economic Signs

Posted on September 9, 2025 by Brian Werner CFA®, CFP®

Many investors look at past data even though they know the future matters most. Recent economic reports, which show what already happened, have made some investors and government officials worry

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Our Blog, Weekly Financial Updates estate, money planning

Stock Market Hits New Highs in August Despite Policy Worries

Posted on September 3, 2025 by Ryan Carney, CFP®

Stock Market Hits New Highs in August Despite Policy Worries

Posted on September 3, 2025 by Ryan Carney, CFP®

Stock markets reached record highs in August, and bonds also helped investors make money. This happened even though there were ongoing concerns about tariffs, Federal Reserve independence, and technology company

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Our Blog, Weekly Financial Updates finance, inflation

Mid-Course Corrections: Keeping Your Business on Track

Posted on August 28, 2025 by Brian Werner CFA®, CFP®

Mid-Course Corrections: Keeping Your Business on Track

Posted on August 28, 2025 by Brian Werner CFA®, CFP®

Back in the Apollo days, astronauts didn’t just push a button and coast to the Moon. Even with all the math and planning, they had to make “mid-course corrections”—tiny engine

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Our Blog, Retirement business, Exit, retirement

Strategies for Building Inflation-Resistant Investment Portfolios

Posted on August 26, 2025 by Jennifer D. Roberts

Strategies for Building Inflation-Resistant Investment Portfolios

Posted on August 26, 2025 by Jennifer D. Roberts

Natural disasters come in many forms – some strike suddenly like earthquakes, while others gradually wear away foundations like erosion. Both require thoughtful preparation and protective strategies. Financial challenges follow

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Our Blog enc update, Inflation-Resistant, investment
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