I don’t know, and I bet you don’t either. IS IT A CURRENCY? Traditionally a currency must perform three functions: Currency is a unit of account Currency is a storer of value Currency is a medium of exchange So, what does that mean? Unit of Accou
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When it comes to financial planning, women are likely to face different challenges than men. For one, they earn less than men on average, and they’re more likely to work part-time jobs or take time away from their careers to raise children and care
When you’re in a traffic jam on the highway, you may find yourself trying to merge into whichever lane is moving fastest at the moment, only to find yourself falling behind drivers that stayed in one lane the whole time. In the same way, you may fe
The initial client experience is a critical period in the client-advisor relationship. Having a personalized experience provides a strong foundation for establishing a long-term professional relationship. When advisors have a refined proc
Investing in stocks is arguably the most exciting and crucial aspect of building your investment portfolio. Stocks provide the capital growth that drives the value of your portfolio upwards over the long term. However, picking the correct types of st
Recently enacted legislation provides tax credits for Sick Leave and Family Leave for certain self-employed individuals. The new law provides a tax credit for Sick Leave for eligible self-employed individuals who were unable to perform services durin
BEFORE YOU ARE AGE 40 Create your personal “my social security” account at ssa.gov Check your statement every year to assure you are getting credit for all your social security earnings. BEFORE YOU ARE AGE 62 Check your social security statement
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