Insights

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.

COMMENTARY

Our in-house content creators provide in-depth analysis of market trends, outlooks on the future, the latest on taxes, ideas for financial planning and estate planning and much more.

Updates

2022 IRA Contributions

Updates

The Silicon Valley Bank Failure

Market Commentary

February 2023 Market Recap

Client Questions

March 2023 Client Question of the Month: The Debt Ceiling

Market Commentary

January 2023 Market Recap

See all commentary

ACCOLADES

We’ve got plenty to be proud of.

December 28, 2022

Winthrop Wealth Ranked on Forbes list of Top RIA Firms

May 24, 2019

Winthrop Wealth Team Member Completes 123rd Boston Marathon

January 17, 2019

Earl and Maria Winthrop Establish Fund To Help Breast Cancer Patients

See all accolades

MEDIA & PRESS

Check out the podcasts, articles, and other media where we’re sharing our unique perspective on wealth management, and how to live a life that’s about more than money.

December 12, 2022

Fortune – Understanding how compound interest works—and how it can help you grow your wealth

November 21, 2022

Forbes – Should You Use The Roth Retirement Savings Option?

November 21, 2022

Forbes – Why Is A Roth 401(k) Better Than A Roth IRA?

October 13, 2021

Inc. – 3 Bonding Exercises Businesses Are Using to Combat the Great Resignation

August 05, 2021

Andrew Murphy, CFA Co-Chief Investment Officer featured on Funds in Focus | T.Rowe Price Dividend Growth Fund (PRDGX)

See all press

VIDEOS

Our video series covers important financial topics and provides in-depth quarterly market reviews. You’ll find a wealth of information that helps you gain a new perspective on today’s wealth management landscape.