Ask Winthrop

    Have a question? Talk to us.

    Whether you’re a savvy, experienced investor or just getting started, we’ve got tools and insight that get you educated and keep you informed about the things that matter. Because let’s face it, in today’s fast-changing world, there’s always something new to learn.

    Riskalyze

    Does your current portfolio match your risk tolerance? Find out, in five minutes or less.

    Take the test
    Glossary

    Daily dividend factors? Growth-style funds? Financial terminology can feel like a whole new language, and our glossary will help you make sense of it all.

    Learn the lingo
    Suggested Reading

    There’s a mountain of content out there to help investors make sense of the financial world. Here are some of our favorite books, articles, and thought leadership resources.

    See what we’re reading

    Among those surveyed, 68 percent rate trustworthiness as very important when choosing a financial professional—higher than any other consideration. Yet, two in three consumers (66 percent) agree either strongly or somewhat that they do not know whom to trust when it comes to getting financial planning advice.

    –Financial Planning Standards Board