Taxes and Estate Planning: Protecting Your Legacy
When most people think of estate planning, wills and trusts come to mind. But taxes are just as critical—because without the right planning, taxes can erode the wealth you’ve worked
Read moreAuthor: Tom Saunders
Thomas Saunders is the Managing Partner of Winthrop Partners. Prior to founding Winthrop Partners, Tom was Senior Vice President at what is now JP Morgan. His career includes senior and executive roles at Brown Brothers Harriman and First Niagara Bank, a top 25 Bank. Click here to contact Thomas Saunders about your investment and planning requirements.
Medicare 2026 Changes: What Retirees Need to Know About Costs and Coverage
Medicare is one of the cornerstones of retirement planning. For most Americans turning 65, it becomes the primary source of health insurance—and for many, one of the most important factors
Read moreBuilding Strong Financial Foundations: What Every High-Net-Worth Individual Should Know
When people think of financial foundations, they often imagine budgeting tools or basic saving tips. But for high-net-worth individuals, financial foundations take on a different meaning—one that focuses less on
Read moreMarket Update for Q2 2025: Trade Policies, Global Events, and Record Highs
The second quarter of 2025 showed how strong financial markets can be, even when facing uncertain policies. The stock market dealt with many challenges, from new trade policies announced by
Read moreRetirement Planning for High Net-Worth Individuals
Retirement isn’t a finish line—it’s a transition into a new lifestyle. For high-net-worth individuals, planning for that shift requires more than savings and investment returns. It’s about creating a plan
Read moreGeopolitical Tensions: Understanding How Global Conflicts Affect Investment Markets
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
Read moreLooking Beyond the S&P 500: Other Investment Options to Consider
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
Read moreThe Bigger Picture on U.S. and China Tensions
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
Read moreThe Importance of Offense and Defense in Challenging Markets
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
Read moreUnderstanding Market Corrections and the Impact of Trade Policy
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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