Winthrop Partners

Why the outlook is positive for dividend-centric strategies

With volatility making a return, many investors are taking a step back and reassessing their positions

What Will Win the Next 5 Years in Financial Services?

To keep up with potentially disruptive competitors, financial firms must embrace connected data and planning.

Finding Stable Dividends in a Rough Market

In a world of slowing dividend growth and potentially rising interest rates, your dividend investing strategy may need some tweaks.

Here's the best financial advice the country's top advisors ever got

Financial advisors need money tips, too. In fact, sometimes a salient piece of advice led them into the industry. We asked advisors from firms that made the FA 100 list for 2019 for the best money and investing advice tips they ever received.

Technology is disrupting the financial services industry — here's how

Technology is upending workflow and processes in the financial services industry.

Tax Deductions You Won't Believe

Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.

How diversified should a mutual fund be?

The extent of diversification is driven by the mutual fund’s strategy and the market segment it invests in

Stock Brokers vs. Underwriters: What's the Difference?

Learning about underwriting and agency roles at a brokerage can give insight into how securities are issued and traded.

Are Rising Bond Rates Good or Bad For Stocks?

What effect does rising bond rates have on the stock market and economy? Is this generally a good effect or bad effect?

Stocks, TIPS Tumble As Fed Abandons Bond-Buying "Due To Technical Difficulties"

...sending real yields higher and dragging down big-tech/growth bets...

Do I Need a Broker to Buy Stocks?

If you are interested in buying stocks, you will need a brokerage—but not necessarily a broker—in all but the rarest cases of purchasing equities.

4 Accounting Errors That Increases Freight Broker Bond Cost

Looking at getting into the freight business, you'll need a freight broker bond. 4 accounting errors can drive up freight broker bond cost.

How to Invest in Stocks: A Beginner's Guide to Mutual Funds, Online Brokers, Stock Trading Apps...

It's actually a good time to start buying stocks — if you can spare the cash.

Are You Paying Too Much for Your Broker Surety Bond?

If your bond is up for renewal, take a few minutes to research the alternatives to your current provider. You might qualify for a lower rate.

When the bond market flashes a recession warning, these are the stocks to consider, Trivariate says

The market has had mixed performances during yield curve inversions, but there are stocks that have done consistently well, according to Trivariate Research.

How will higher interest rates affect stocks?

The connection between jobs, the prospect of Fed rate hikes and a stronger dollar has investors spooked

Chinese Stocks: Value Stocks or Traps?

Chinese stocks have sold off again and some have single digit P/Es. Is it time to buy?

Is It Time to Invest in Marijuana Stocks?

Two perspectives on investing in the fast-growing -- and risky -- cannabis industry.

Is This The Real Reason Why Stocks Are Surging?