The Most Impactful Trends for 2021
2020 was a difficult and unusual year in almost every aspect. Yet out of this turmoil rose many societal trends, inventions, and changes in government that are destined to shape
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What is a Fee-Only Fiduciary and why is it important you choose one as your wealth manager? Why should working with a Fiduciary it be important to you? “A fiduciary
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Fee-only Investment Management Wealth management generally revolves around investment management. This means the wealth manager is actively overseeing and managing portfolios for their clients. This may be accomplished with numerous
Read moreA 4 Step Guide To Choosing A Financial Advisor
Curiously, when choosing a Financial Adviser, there is one big criterion to deemphasize and a dozen more important criteria to focus upon. A Four-Step Guide: Step One: Deemphasize Performance. Selecting
Read moreWe at Winthrop Partners are conservative capitalist, but even as such, its hard not see that Capitalism is due for an update. We believe that we are in the 9th
Read moreChanges to the S&P Communications Sector 9-18-18
Changes to The New Communications Sector general Tom Saunders Thomas Saunders is the Managing Partner of Winthrop Partners. Prior to founding Winthrop Partners, Tom was Senior Vice President at what is
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