Managing 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 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 Market and Economic Outlook 2-14-22
The Markets (as of market close February 11, 2022) The major benchmark indexes closed last week lower. Rising tensions over the Russia-Ukraine situation coupled with rising inflation made investors a
Read moreWinthrop Partners Market and Economic Update for 1-31-22
The Markets (as of market close January 28, 2022) A very turbulent week, marked by volatility, ended with a robust finish. Last Friday’s gains were enough to push several of
Read moreWinthrop Partners Market and Economic Update 1-24-22
The Markets (as of market close January 21, 2022) Volatility has engulfed the markets this month and is showing no signs of letting up, impacted by a more hawkish Federal
Read moreWinthrop Partners Market & Economic Update 1-10-22
The Markets (as of market close January 7, 2022) After beginning the week on a high note, stocks couldn’t maintain that momentum, ending the week in the red. Following a
Read moreWinthrop Partners Market and Economic Update 1-3-22
The Markets (as of market close December 31, 2021) The last week of 2021 saw stocks close generally higher, with only the Nasdaq slipping lower. The Dow ended the week
Read moreWinthrop Partners Market and Economic Outlook 12-27-21
The Markets (as of market close December 23, 2021) Wall Street closed the holiday-shortened week at record levels as investors seemed to speculate that the economic recovery could weather the
Read moreWinthrop Partners’ Market and Economic Update 10-20-21
The Markets (as of market close December 17, 2021) Omicron, escalating prices, and the tightening of monetary policy by central banks in the United States and around the world took
Read moreWinthrop Partners Market and Economic Outlook 12-13-21
The Markets (as of market close December 10, 2021) Stocks closed last week higher for the first time in three weeks. The S&P 500 enjoyed its best weekly gain since
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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