After a difficult year last year, most major asset classes have rebounded and are performing well in 2023. The S&P 500 entered a new bull market, which is an increase of over 20% from a bear market low. As for fixed income, the US bond market declined in the 2nd quarter but it is still in positive territory for the year.

At Winthrop Wealth, we follow a Total Net Worth Approach which combines comprehensive financial planning and investment management. We believe the right mindset paired with a comprehensive financial plan and a thorough investment process can provide confidence in pursuing your long-term financial goals. No strategy assures success and all investing involves risk including loss of principal.

Through the content we create and share with you, we hope to help you digest the vast amounts of financial news and stay informed about what truly matters. We are sincerely appreciative of the individuals and families we have the privilege of serving, and we remain committed to prioritizing your best interests above all else.

Read Q2’2023 Market Review and Outlook here ➡
Framework for Navigating Current Conditions ➡
Principles for Long-Term Investing: Market Timing Does Not Work ➡