Understanding Jobs and Mixed Economic Signs
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
Read moreAuthor: Brian Werner CFA®, CFP®
Brian Werner is a Managing Partner at Winthrop Partners. He has more than 25 years of experience in investments, financial planning, entrepreneurial ventures, corporate finance, and banking. Prior to joining Winthrop Partners, Brian was the First Vice President and a Senior Wealth Advisor for First Niagara, where he led the development of First Niagara’s Western Pennsylvania Private Client Services and served on its western Pennsylvania operating committee. He also held roles with PNC/National City, Greycourt Investment Advisors, and Linnco Future Group, Chicago Board of Trade. Brian is a Chartered Financial Analyst and Certified Financial Planner. He earned his MBA from Duquesne University, Magna Cum Laude.
Mid-Course Corrections: Keeping Your Business on Track
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
Read moreWhat Does It Mean to Live Wealthy? A Values-Driven Look at Life and Money
Wealth isn’t just a number in your bank account—it’s the life you live because of it. In today’s fast-paced world, it’s easy to measure success in dollars, but what if
Read moreWhat If I Outlive My Money? Risk Management for Retirement
You’ve worked hard, built a strong financial foundation, and are approaching retirement with $800K to $1M saved. But one fear lingers: What if you live longer than your money lasts?
Read moreMay 2025 Market Review: Stocks Rise Despite U.S. Credit Rating Cut
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
Read moreApril 2025 Market Review: Navigating Through Historic Volatility
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
Read moreDiversifying Your Portfolio for a Successful Retirement
Is the 60/40 portfolio still a good investment strategy? In this article, financial advisor Brian Werner explains the 60/40 model & its benefits when implemented correctly.
Read moreWhat is a 60/40 Portfolio and is it a Good Investment Strategy?
Is the 60/40 portfolio still a good investment strategy? In this article, financial advisor Brian Werner explains the 60/40 model & its benefits when implemented correctly.
Read moreIs Pittsburgh a Good Place to Retire?
Pittsburgh is a great area for retirees. Read here to learn why & see the 4 top neighborhoods for retirees in the Pittsburgh region.
Read moreFinancial Checklist for Changing Jobs
In this article, financial advisor Brian Werner outlines what to do before, during & after your job transition to make sure your finances are in order. Read it here.
Read more