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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 the United States in the years to come. Winthrop Partners ha
What 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 is a person or organization that acts on behalf of another person(s), putting their
Fee-only Investment Management Wealth management generally revolves around investment management. This means the wealth manager is actively overseeing and managing portfolios for their clients. This may be accomplished with numerous different strateg
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 a Financial Adviser by their purported in
We at Winthrop Partners are conservative capitalist, but even as such, its hard not see that Capitalism is due for an update. We believe that we are in the 9th inning of Capitalism 4.0. Monopolies and Oligopolies are increasing, large swaths of the population feel disenfranchised, income inequality
Changes to The New Communications Sector general