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.
January 12, 2021
Our goal with this piece is to provide a recap and analysis of the major financial events that occurred in 2020, and to offer context for our market outlook.
The S&P 500 increased by +12.1% in the fourth quarter and ended the year up by +18.4%. The market reached a new all-time high on New Year’s Eve when the S&P closed at 3,756. We will continue to highlight that 2020 has been a roller-coaster year as the S&P 500 fell by nearly -34% from February 19th to March 23rd before increasing by over +70% since then. During the selloff, not many investors were predicting that the US equity market would finish positive for the year, let alone end up higher by double-digits and at a new all-time high. This is yet another example of the power of maintaining a long-term investment viewpoint.