Winthrop Wealth

📈 The Fed's impact on the financial landscape is always a hot topic, and our Co-Chief Investment Officer, Andrew Murphy, CFA, shares some valuable perspectives in the September Client Question of the Month. #WinthropWealth #FinancialInsights #WealthManagement #InvestmentStrategy #TheFed #FinanceExperts #MarketTrends

🏈🍩 It's NFL Kickoff and Donut Thursday! Time to rep our favorite teams! May the best team, and donut, win! #WinthropWealth #NFLKickoff #GameDaySpirit #DonutThursday #TeamPride #FootballSeason #FriendlyRivalries

Market volatility continued into August as the S&P 500 experienced the year’s largest single-day decline of nearly -3% on August 5th, but increased +2.4% by month-end. The market rebounded strongly after the brief selloff, with the S&P 500 ending the month at 5,648, just -0.3% away from a new all-time high, bringing the year-to-date return back up to +19.5%. In our opinion, August was another great example of why clients should stay focused on their long-term goals. Maintaining a long-term viewpoint is crucial, as markets can be very volatile in the short term. Read our full August 2024 Market Recap here ⬇ #MarketVolatility #S&P500 #AugustUpdate #InvestmentInsights #StayFocused #LongTermGoals #MarketRebound #AllTimeHigh #YearToDateReturn #FinancialStability #VolatilityManagement #InvestingWisdom #WinthropWealth #WithYouForLife

🎉 Happy Labor Day from Winthrop Wealth! 🎉 #LaborDay #FinancialSuccess #WealthManagement #WinthropWealth

How we feel on Thursdays when Kanes Donuts arrive! Winthrop Wealth ASSEMBLE! 🍩 (Sound on 🔊) #winthropwealth #withyouforlife #wealthmanagement #financialplanning #donutthursday #avengers #officefun

We believe in the power of constant learning at Winthrop Wealth. As we embrace new technologies and advancements in the financial industry, we continually strive to enhance our knowledge and expertise. Some of our team had a great time at LPL Financial #Focus2024 a few weeks back! #WinthropWealth #constantlearning

Planning for college costs goes beyond tuition. Room and board expenses are a significant consideration for families. Our recent commentary dives into strategies for covering these costs with your 529 plan. https://lnkd.in/eiF3PKeA #CollegePlanning #529Plan #FinancialEducation #HigherEducation #RoomAndBoardExpenses #FinancialPlanning

Doughboy Donuts has entered the chat. Welcome to our #DonutThursday rotation. 🍩 🥳 #WinthropWealth #WithYouForLife #WelcomeAboard #SweetAddition #Southie #Doughboys

Long-term investing requires a disciplined approach. At Winthrop Wealth, we understand that market timing is not the answer. 🚫⏰ According to Peter Lynch, "The only problem with market timing is getting the timing right." 🤔📉📈 That's why we follow a Total Net Worth Approach that combines comprehensive financial planning and investment management to create custom strategies for our clients. 💰📊 We believe in staying Disciplined, Opportunistic, and Diversified, while striving to Mitigate fees, taxes, and expenses. By doing so, we aim to help our clients pursue their long-term objectives. 🔍💼 Check out our principles for long-term investing and why market timing does not work here: https://lnkd.in/dk_F2Hxk #LongTermInvesting #TotalNetWorthApproach #PeterLynch #FinancialPlanning #InvestmentManagement #DisciplinedApproach #WealthManagement #FinancialGoals #WinthropWealth #WednesdayWisdom

What exactly is the federal debt, and how is it measured? What drives its level, and what risks does excessive debt pose? Should the debt be paid off, and how does it impact the broader economy? These crucial questions are addressed comprehensively in our latest analysis. https://lnkd.in/eRhmVRrD #WinthropWealth #WithYouForLife #MarketInsights #InvestmentOutlook #WealthManagement #FinancialStrategies