At Winthrop, we help our clients live life in the moment while boldly exploring and imagining possibilities for their future. Our approach enables us to explore every aspect of your life so that we can design a big-picture plan and investment solutions that balance practicality with opportunity.
Whoever you are, and wherever you are on your journey, our multi-generational team has all the tools and experience to help you pursue your financial goals—and live your life to the fullest.
From fast-growing startups and closely held family businesses to multi-generational enterprises, we will help empower you to operate more efficiently day-to-day, while laying a foundation for navigating the future.
We work closely and collaboratively with our endowment and non-profit clients to provide investment programs and hands-on portfolio management services pursuing global opportunities while seeking to ensure alignment with key business objectives.
We’re committed to seeking out and sharing the trends influencing markets and the outlooks that might inform our investment approach. In an industry like ours, being open to multiple viewpoints and fresh perspectives is a critical part of how we add value, and help our clients imagine all the possibilities.
In the world of finance, things change fast and there’s always more to learn. We’ve created a series of tools that will help you stay educated and keep you informed about the things that matter most.
Market Commentary | July 11, 2019
The move higher in most financial asset classes continued in the second quarter of 2019. This year has been almost a complete reversal of 2018 where the majority of asset classes ended the year in negative territory. In fact, 2019 is the first year since 1985 that the US stock market (S&P 500), developed international equities (MSCI EAFE), and the US bond market (Bloomberg Barclays US Agg) all returned over +5% halfway through the calendar year. Going forward, we don’t expect that all asset classes will continue to rise simultaneously. Rather, we are reminding our clients to be prepared for a potential increase in volatility.
In our writings and conversations with clients we always stress the power of combining a comprehensive financial plan with a structured, consistent, and repeatable investment process. We continue to believe this is the best approach for helping our clients navigate through financial markets and ultimately reach their goals and objectives.
At Winthrop Wealth Management, we feel privileged to work with you and your families. We want to extend our best wishes for a wonderful, safe, and happy summer. We look forward to speaking with you in the near future.