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Winthrop Partners

Winthrop Partners

Fiduciary Financial Advisor & Wealth Management

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Author: Thomas Bunting

Thomas Bunting is a Financial Advisor at Winthrop Partners. He has more than 50 years of experience in accounting, financial planning, and tax planning. Prior to joining Winthrop Partners, Tom held the roles of partner, managing partner, and senior partner with a mid-sized CPA firm that provided a full range of accounting, tax and financial planning services. Tom is a member of the American Institute of Certified Public Accountants, the Personal Financial Planning and tax sections of the American Institute of Certified Accountants, and the Pennsylvania Institute of Certified Public Accountants. He was also a former member of the AICPA governing council and a past president of the PICPA. He earned his BS in Accounting from Temple University.
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Understanding the Federal Reserve and Politics: A Guide for Investors

Posted on July 29, 2025 by Thomas Bunting

Understanding the Federal Reserve and Politics: A Guide for Investors

Posted on July 29, 2025 by Thomas Bunting

Recent disagreements between the White House and the Federal Reserve have made people talk more about Fed independence. This happens because there can be natural conflicts between elected officials and

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Financial Foundations, Our Blog fed fund rates, Financial Foundations

Understanding Social Security’s Place in Your Retirement Strategy

Posted on July 22, 2025 by Thomas Bunting

Understanding Social Security’s Place in Your Retirement Strategy

Posted on July 22, 2025 by Thomas Bunting

 For over eighty years, Social Security has stood as a fundamental retirement scheme for American employees. Yet, with evolving demographics altering the country’s age makeup, concerns over the program’s future

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Our Blog, Weekly Financial Updates social security

Understanding the New Tax and Spending Legislation’s Impact on Investors

Posted on July 15, 2025 by Thomas Bunting

Understanding the New Tax and Spending Legislation’s Impact on Investors

Posted on July 15, 2025 by Thomas Bunting

Following extensive legislative deliberations, Congress has enacted and President Trump has signed comprehensive tax and spending legislation on July 4. This sweeping budget measure encompasses numerous provisions, including the permanent

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Our Blog, Weekly Financial Updates Bonds, state income tax, state tax

Geopolitical Tensions: Understanding Market Impact During Times of Conflict

Posted on June 24, 2025 by Thomas Bunting

Geopolitical Tensions: Understanding Market Impact During Times of Conflict

Posted on June 24, 2025 by Thomas Bunting

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

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Our Blog, Weekly Financial Updates geopolitics, stocks, tariffs, taxes, war

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

What You Need To Know About 529 Plans

Posted on October 18, 2023 by Thomas Bunting

What You Need To Know About 529 Plans

Posted on October 18, 2023 by Thomas Bunting

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.

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Our Blog

What is a Step-Up In Basis and How Can it Impact Your Inherited Assets?

Posted on October 16, 2023 by Thomas Bunting

What is a Step-Up In Basis and How Can it Impact Your Inherited Assets?

Posted on October 16, 2023 by Thomas Bunting

Americans have become more anxious about saving for retirement. In this article, financial advisor Tom Saunders provides 3 ways to create retirement savings that will last.ghghg

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Our Blog

4 Tips to Make the Most Out of Your Social Security Benefits

Posted on October 2, 2023 by Thomas Bunting

4 Tips to Make the Most Out of Your Social Security Benefits

Posted on October 2, 2023 by Thomas Bunting

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.

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Our Blog

Preparing Personal Finances for Inflation

Posted on October 19, 2021 by Thomas Bunting

Preparing Personal Finances for Inflation

Posted on October 19, 2021 by Thomas Bunting

The seismic events of 2020 and 2021 have brought inflation out of the woodwork and into mainstream for all Americans. Unease about rising prices has reached a magnitude reminiscent of

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Our Blog

The Keys To Tax Efficient Investing

Posted on June 22, 2021 by Thomas Bunting

The Keys To Tax Efficient Investing

Posted on June 22, 2021 by Thomas Bunting

Taxes play a significant role in determining how much of your investment income and gains you keep. The principal factors in determining the amount you earn on your investments are

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Our Blog
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