Preparing Personal Finances for Inflation

Written by Winthrop Partners on October 19, 2021

The seismic events of 2020 and 2021 have brought inflation out of the woodwork and into mainstream for all Americans. Unease about rising prices has reached a magnitude reminiscent of the hyperinflationary period of the 1970s. Since then, the inflati

The Death of Your Significant Other: Your Finances Now and in the Future

Written by Winthrop Partners on October 4, 2021

When your partner in life passes on, several steps should be in place or addressed immediately to navigate through this very difficult time. When it happens (suddenly or anticipated), it isn’t easy to think logically and move forward. But tragicall

5 Considerations for Your Social Security Strategy

Written by Winthrop Partners on September 24, 2021

Retirement and Longevity As you prepare to start claiming benefits, be sure to ask yourself these questions. This year, about 65 million Americans will receive over one trillion dollars in Social Security benefits. If you’re planning to join that t

Winthrop Partners Market and Economic Update 9-13-21

Written by Tom Saunders on September 13, 2021

The Markets (as of market close September 10, 2021) Stocks retreated last week, with each of the benchmark indexes listed here falling at least 1.3%. The Russell 2000 and the Dow dropped the furthest, declining 2.8% and 2.2%, respectively. Investors contended with mixed signals. A better-than-expect

Your Family’s Financial Future is too Important to Make These 8 Common Investment Mistakes

Written by Winthrop Partners on July 26, 2021

Understanding investor behavior to make better retirement decisions. You have recently retired and decided that now that you have more time you will use some of that time to manage your investments. In order to make more informed investment decisions

Staying the Course is the Best Advice

Written by Winthrop Partners on June 28, 2021

Financial advisors are frequently asked for the single best piece of financial advice they could give an investor. We believe the single best piece of advice is to stay the course with an established, risk-appropriate, properly allocated, and well-di

The Keys To Tax Efficient Investing

Written by Winthrop Partners on June 22, 2021

Taxes play a significant role in determining how much of your investment income and gains you keep. The principal factors in determining the amount you earn on your investments are asset allocation tailored to your personal profile and investment sel

Make Estate Planning A Priority

Written by Winthrop Partners on May 14, 2021

Most of us need an effective and efficient estate plan to manage our assets during our lifetime or in the event we become incapacitated and to distribute our assets after death. Failure to have a plan often results in assets being distributed pursuan

Common Retirement Planning Questions

Written by Winthrop Partners on May 3, 2021

As an experienced financial advisor, I spend a good amount of time talking to people about their retirement plans. Many questions are similar and most depend on your personal financial situation. There is no magic number or formula, but a

What is Wealth Management and how does it compare to other financial services?

Written by Winthrop Partners on April 20, 2021

The financial advisory industry contains countless iterations of services, products, and professionals. The title of an advisor and how they define their services are important, but there is no consistent rulebook for how different services are defin