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Winthrop Partners

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Category: Our Blog

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Geopolitical Tensions: Understanding How Global Conflicts Affect Investment Markets

Posted on June 16, 2025 by Tom Saunders

Geopolitical Tensions: Understanding How Global Conflicts Affect Investment Markets

Posted on June 16, 2025 by Tom Saunders

Global attention has turned to escalating tensions between Israel and Iran, generating uncertainty across financial markets worldwide. Following Israeli military actions targeting Iranian nuclear and military installations that commenced on

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Our Blog, Weekly Financial Updates geopolitics, stock

May 2025 Market Review: Stocks Rise Despite U.S. Credit Rating Cut

Posted on June 3, 2025 by Brian Werner CFA®, CFP®

May 2025 Market Review: Stocks Rise Despite U.S. Credit Rating Cut

Posted on June 3, 2025 by Brian Werner CFA®, CFP®

Stock markets bounced back in May, with the S&P 500 making up for its earlier losses this year. This good month happened even though there were new trade deals, mixed

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Our Blog credit rating, stocks

Looking Beyond the S&P 500: Other Investment Options to Consider

Posted on May 28, 2025 by Tom Saunders

Looking Beyond the S&P 500: Other Investment Options to Consider

Posted on May 28, 2025 by Tom Saunders

Many people know that stocks are an important part of long-term investment plans. When used as part of a complete financial strategy, stocks have historically helped people build wealth and

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Our Blog investment

Special Update: What Better U.S.-China Trade Relations Mean for Your Investments

Posted on May 13, 2025 by Thomas Bunting

Special Update: What Better U.S.-China Trade Relations Mean for Your Investments

Posted on May 13, 2025 by Thomas Bunting

The U.S. and China recently announced a trade agreement that reduces many of the tariffs that caused market concerns since April. This 90-day deal lowers U.S. tariff rates on Chinese

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Our Blog China Tariffs, market challanges

April 2025 Market Review: Navigating Through Historic Volatility

Posted on May 6, 2025 by Brian Werner CFA®, CFP®

April 2025 Market Review: Navigating Through Historic Volatility

Posted on May 6, 2025 by Brian Werner CFA®, CFP®

The markets in April experienced remarkable turbulence as investors processed new tariff announcements. Despite the S&P 500 experiencing a dramatic 12% decline at one point during the month, it recovered

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Our Blog market, market challanges

Consumer Debt Trends: Navigating Financial Disparities in a Divided Economy

Posted on April 29, 2025 by Ryan Carney, CFP®

Consumer Debt Trends: Navigating Financial Disparities in a Divided Economy

Posted on April 29, 2025 by Ryan Carney, CFP®

Consumer financial wellbeing serves as a crucial barometer for economic health. With consumer expenditures accounting for approximately 70% of total economic activity, consistent purchasing patterns have contributed significantly to better-than-expected

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Our Blog consumer trends, payment delinquencies

The Bigger Picture on U.S. and China Tensions

Posted on April 15, 2025 by Tom Saunders

The Bigger Picture on U.S. and China Tensions

Posted on April 15, 2025 by Tom Saunders

Trade tensions between the United States and China have escalated in recent weeks, with both countries implementing unprecedented tariff increases. For the moment, the U.S. has raised tariffs on Chinese

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Our Blog tariffs, U.S. and China, U.S. and China tension

The Importance of Offense and Defense in Challenging Markets

Posted on April 8, 2025 by Tom Saunders

The Importance of Offense and Defense in Challenging Markets

Posted on April 8, 2025 by Tom Saunders

Global markets have been rattled by escalating trade tensions and recession fears. As China implements reciprocal trade measures in response to new tariffs, investors worldwide are growing increasingly concerned about

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Our Blog challenging markets, global, market

Understanding Market Corrections and the Impact of Trade Policy

Posted on April 2, 2025 by Tom Saunders

Understanding Market Corrections and the Impact of Trade Policy

Posted on April 2, 2025 by Tom Saunders

Recent market turbulence driven by trade policy concerns has pushed major indices toward correction territory, leaving many investors wondering about market stability. The technology sector has been particularly affected by

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Our Blog market, Technology, trade policy

Tax Season Prep: How to Maximize Deductions and Avoid Common Pitfalls

Posted on March 18, 2025 by Tom Saunders

Tax Season Prep: How to Maximize Deductions and Avoid Common Pitfalls

Posted on March 18, 2025 by Tom Saunders

  Tax season is upon us, and with it comes the opportunity to make the most of your deductions and avoid costly mistakes. By preparing early and strategically, individuals and

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Our Blog taxes
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