Hopefully you have already created an investment strategy based on the following principles: #1 Identifying your risk tolerance. Know thyself. Every investor has a unique tolerance to enduring losses and
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.
A Doylestown Financial Advisor Describes What You Should Know About a Roth IRA Conversion
An effective strategy for evaluating retirement and estate planning options is to consider converting a traditional IRA to a Roth IRA. Revisiting Roth conversions may be appropriate due to recent
Read moreA 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 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 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 moreRetirement planning advice from a Doylestown Wealth Manager
Start Retirement Saving Now – The earlier you begin retirement savings the less you will have to put away every year to reach your retirement goal. Example if you save $10,000
Read moreManaging inherited wealth can be complex. Who can you trust to help you manage this newfound wealth? How do you know a wealth manger is working in your best interest?
Read moreA Fiduciary Looks at Meaningful As Well As Equitable Estate Distributions In The Delaware Valley
Everyone has heard of the adage “Beauty is in the eye of the beholder.” Well, to a certain extent, value is also in the eye of the beholder. People assign
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