The 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 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.
Winthrop Partners Economic Update 12-28-2020
The Markets (as of market close December 24, 2020) Stocks rallied by the end of the day last Monday, paring losses from a morning plunge. Strength in bank stocks and
Read moreWinthrop Partners Financial Update 12-21-2020
The Markets (as of market close December 18, 2020) Tech stocks and consumer shares opened last week on an upswing. Unfortunately, the rest of the market lagged. Investors faced the
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 moreWinthrop Partners Economic Update 12-14-2020
The Markets (as of market close December 11, 2020) The Nasdaq opened the week by reaching a new high last Monday after climbing for the ninth straight day. Otherwise, stocks
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 moreWinthrop Partners Economic Update 12-7-2020
The Markets (as of market close December 4, 2020) November closed on a sour note as investors took profits from stocks last Monday. The Russell 2000, which gained more than
Read moreWinthrop Partners Economic Update 11-30-2020
The Markets (as of market close November 27, 2020) Last Monday saw stocks advance following encouraging news in the development of yet another COVID-19 vaccine. The Russell 2000 climbed nearly
Read moreWinthrop Partners Financial Update 11-23-2020
The Markets (as of market close November 20, 2020) Last week began with more good news on another COVID-19 vaccine, sparking a rally in domestic and global stocks. The Dow
Read moreWinthrop Partners Weekly Update 11-16-2020
The Markets (as of market close November 13, 2020) Stocks soared to record highs last Monday following an announcement from a major pharmaceutical company of positive data on a COVID-19
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