Can an Estate Plan be both Fair and Meaningful? Yes, says a Buffalo Fiduciary
“Beauty is in the eye of the Beholder,” but it is also true that value is in the eye of the beholder. Your heirs will assign value not just on
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Watch out for the new “Part-Time Fiduciaries” AKA Brokers and Bankers operating as Fiduciaries in the Delaware Valley. They are not SEC Registered Investment Advisors or SEC Registered Fiduciaries. Since
Read moreWhat Happened To Your 60 40 Portfolio In 2022?
What happened to the Bonds in your 60% Equity/40% Fixed Income Portfolio in 2022? Weren’t they supposed to be the safe part of your investments? “This year’s bond crash will
Read moreFor Bucks county residents, what is the optimal age to take Social Security?
For many Bucks county residents Social Security benefits are an integral part of their financial plan for retirement. Three of the principal factors that determine the amount of your benefits
Read moreHopefully you have already created an investment strategy based on the following principles: #1 Identifying your risk tolerance. Know thyself. Every investor has a unique tolerance to enduring losses and
Read moreFor Buffalo Residents a Financial Advisor Describes What You Should Know About a Roth IRA Conversion
An effective strategy for evaluating retirement and estate planning options is to consider converting a traditional IRA to a Roth IRA. Revisiting Roth conversions may be appropriate due to recent
Read moreA Doylestown Financial Advisor Describes What You Should Know About a Roth IRA Conversion
An effective strategy for evaluating retirement and estate planning options is to consider converting a traditional IRA to a Roth IRA. Revisiting Roth conversions may be appropriate due to recent
Read moreA Delaware Valley Fiduciary – Spending Down Assets to Become Medicaid Eligible
Medicaid Spend Down is a process that examines an applicant’s assets and income, and applies the Medicaid limit criteria, which varies from state to determine how much could be spent
Read moreWinthrop Partners Market and Economic Update Jun 28, 2021
The Markets (as of market close July 22, 2022)Stocks ended last week in the black, with the market posting its best week in a month. Despite a late-week decline, each
Read moreWinthrop Partners’ Economic and Market outllook at 7-18-22
The Markets (as of market close July 15, 2022) Despite a late-week rally, stocks ended last week lower. A strong retail sales report for June showed continued economic strength, even
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