A Delaware Valley Fiduciary – Spending Down Assets to Become Medicaid Eligible
Medicaid Spend Down is a process that examines an applicant’s assets and income, and applies the Medicaid limit criteria, which varies from state to determine how much could be spent
Read moreWinthrop Partners Market and Economic Update Jun 28, 2021
The Markets (as of market close July 22, 2022)Stocks ended last week in the black, with the market posting its best week in a month. Despite a late-week decline, each
Read moreWinthrop Partners’ Economic and Market outllook at 7-18-22
The Markets (as of market close July 15, 2022) Despite a late-week rally, stocks ended last week lower. A strong retail sales report for June showed continued economic strength, even
Read moreWinthrop Partners’ Market and Economic Update 6-27-22
The Markets (as of market close June 24, 2022) The stock and bond markets were closed last Monday to observe the Juneteenth federal holiday. Then, after three weeks of bruising
Read moreWinthrop Partners’ Market and Economic Outlook 6-13-22
The Markets (as of market close June 10, 2022) U.S. stocks tumbled with their biggest losses in three weeks, and Treasury yields rose by 20 basis points as inflation continued
Read moreDiversify Your Team’s Payroll l Invest Over Many Non Or Loosely Correlated Asset Classes. Smart Baseball Managers spread their salary cap over the entire field and they try to
Read moreWinthrop Partners Market Update 6-6-22
The Markets (as of market close June 3, 2022) Investors swallowed modest losses last week as the stock market served up another disappointing performance. Each of the benchmark indexes listed
Read moreA Bucks County Investment Manager Provides Four Keys to investing in Today’s Volatile Markets
Determine your risk tolerance. Every investor has a unique tolerance to enduring market losses and to avoiding too good-to-be-true opportunities. These tolerances change over time. Wealth and Financial Planners
Read moreWinthrop Partners’ Market and Economic Update 5-23-29
The Markets (as of market close May 20, 2022) In another volatile week of trading, stocks fell for the seventh consecutive week. A late-day surge last Friday kept the S&P
Read moreWinthrop Partners Market and Economic Update 5-16-22
The Markets (as of market close May 13, 2022) Despite a late-week rally, stocks closed last week lower, extending the market’s streak of losses to six consecutive weeks. In what
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