The market is always tempting investors to do the wrong thing at the wrong time, like buying speculative stocks when the markets are surging and exiting solid securities when the market falters.
Successful investors have learned to stay the course and keep to their established investment plan no matter what the market trend. To remind clients to stay the course and either allay their fears or deflate their expectations, Winthrop Partners writes about a half dozen market updates each year. In addition we create an in-depth annual report that we believe identifies the economic and investment trends that will be influencing the market during the year.
With clear insight into the market at the beginning of the year and re-assuring updates when markets become volatile, we believe our communication strategy allows our clients to stay the course and rest easy.