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What does your advisor’s initial client experience tell you about your future relationship?
The initial client experience is a critical period in the client-advisor relationship. Having a personalized experience provides a strong foundation for establishing a long-term professional relationship. When advisors have a
Read more4 Key Tips for Building a Stock Portfolio
Investing in stocks is arguably the most exciting and crucial aspect of building your investment portfolio. Stocks provide the capital growth that drives the value of your portfolio upwards over
Read moreCOVID-19 Tax Credits For The Self-Employed
Recently enacted legislation provides tax credits for Sick Leave and Family Leave for certain self-employed individuals. The new law provides a tax credit for Sick Leave for eligible self-employed individuals
Read moreSteps To Secure Your Social Security Benefits
BEFORE YOU ARE AGE 40 Create your personal “my social security” account at ssa.gov Check your statement every year to assure you are getting credit for all your social security
Read moreThe 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
Read moreWhat 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
Read moreTop Wealth Management Services
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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