Winthrop Partners Economic Update 1-25-21
The Markets (as of market close January 22, 2021) The markets were closed last Monday in observance of Martin Luther King, Jr., Day. However, stocks enjoyed a good start to
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 1-19-2021
The Markets (as of market close January 15, 2021) Last Monday, the major benchmark indexes pulled back from record highs reached the prior week. Tech stocks took the biggest hit,
Read moreWinthrop Partners Economic Update 1-11-2021
The Markets (as of market close January 8, 2021) Last Monday, stocks began the new year down on worries over the Georgia runoff elections, a surge in COVID-19 cases, and
Read moreWinthrop Partners Weekly Update 1-4-2021
The Markets (as of market close December 31, 2020) Stocks jumped to record highs last Monday after President Trump signed a pandemic relief package into law. The S&P 500, the
Read moreThe 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 moreWinthrop 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
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