Rising interest rates, hiring a financial advisor and ESG investing are all covered in this month's newsletter.
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Wealth Management Monthly
April 2017
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How-Will-Rising-Interest-Rates-Affect-Your-Investment-Portfolio

How Will Rising Interest Rates Affect Your Investment Portfolio?

On March 15, the Federal Reserve raised interest rates for the first time in 2017. Federal Reserve Chairman Janet Yellen moved the benchmark interest rate a quarter percentage point higher, to a range of 0.75% to 1%, and the Fed indicated that the market could expect two more rate increases this year.

So what does this all mean for you?

The answer depends on whether you look at it from a standpoint of being a borrower, a saver, or an investor. Later in this post, we’ll take a look at all three scenarios. But first, here’s a bit of background as to what an interest rate increase actually is, and why they occur.

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Is Hiring A Financial Advisor Worth It?

Investors often gauge a financial advisor’s value by measuring what’s tangible: short-term performance and financial advisor fees.

However a study conducted by Benjamin Cummings of St. Joseph’s University finds there is a positive correlation between hiring a financial advisor and seeing positive impact on your net worth. The study places value on the intangible benefits a good financial advisor can provide you.

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Socially-Responsible-Investing

What is ESG Investing and Does It Make Financial Sense?

Corporations in America are aware that public perception is important. That’s why many companies have made strides in recent years to emphasize their efforts in caring for the environment, providing equal opportunities to employees, and being active contributors to small communities. It’s PR 101 for building trust and goodwill towards a brand, which can ultimately help drive sales.

But research shows it can drive investment decision-making. Through what is known as “impact investing” or ESG investing (explained below), investors have shown increased interest in buying companies that have the potential to combine both social and financial returns. There is not a one-size-fits-all approach to social impact investing – every investor may have different criteria for what they are looking for in a company. But generally speaking, ESG investing falls into three branches:

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Doug's Quiz Corner
Doug's Quiz Corner

Appreciated Stock Donations

Quizmaster, Doug Hutchinson, presents his quiz for the month. Here, Doug explores donating appreciated stock.

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The attached report and information have been prepared or produced by WrapManager, Inc. from sources and data believed to be reliable. Information provided in this report is for educational and illustrative purposes only and should not be construed as individualized investment advice, as an offer to sell, or the solicitation of an offer to buy any security in any states where such an offer or solicitation would be prohibited by regulations. WrapManager, Inc. is not a tax advisory firm. We recommend you contact your tax attorney or CPA prior to utilizing any of the tax-related strategies mentioned or discussed. Returns and experiences will vary for each client. Each client's risk tolerance and investment objectives are unique to them. Past performance may not be indicative of future results. No assumption that future performance of any specific investment or product made reference to directly by WrapManager, Inc., on its Website and in marketing materials, will be profitable or equal the corresponding indicated performance level(s). WrapManager is an SEC-registered investment adviser. 

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