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Planning_Your_Future March Newsletter

March 2018

Investment Planning & Managing Wealth for Your Best Interests

At WrapManager we aim to help you grow your wealth with smart investment planning. That means that we regularly examine the way that your money, your financial goals, and your life intersect to see how different investment strategies could impact your outcomes. 

When was the last time that you thought about how target date funds, international investing, the current US economy, loss aversion, or a longer lifespan could impact your investment plans? 


Are Target Fund Dates Best for You?

Target date funds typically run on autopilot and are automatically rebalanced and reallocated over time. Although easy, they may not be best for high net worth individuals.

Learn More 


International Investing as Performed by Dorsey Wright

Get to know Dorsey Wright’s Systemic Relative Strength Strategy from their own point-of-view in this interview with their Client Portfolio Manager.

Learn More


Taking a Look at the US Economy in Review

Data shows the US Economy is strong and we are currently participating in what is one of the longest economic expansions in US history. So, what do the GDP, the new Fed Chair, and the S&P 500 think of that?

Learn More


The Fear of Loss in Investment Planning

For years, conventional wisdom has held that loss aversion is more powerful than potential gains. A new study shows context plays a role in the psychological impact. So we asked, what if loss aversion isn't so deep-rooted?

Learn More


Saving for A Life Well Spent over 90 Years or More

While it's impossible to know how long you'll live, a thoughtful retirement plan will consider many scenarios. Take a look at the statistics in this post, you may be surprised by your chances of becoming a Centenarian.

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How to Give Tax Efficient Gifts to Your Offspring? 

Your friend wants to help his son pay for
the next two years of school tuition and help him buy a house post-graduation. What advice would you give your friend? Find out more in the March 2018
installment of Doug’s Quiz Corner.

Test Your Knowledge

Ready to Map Your Financial Plan for the Rest of 2018? 

Have you ever looked at the calendar and wondered where the year has gone? As the first quarter ends, we'd like to offer you a plan for the future. This could help you rest a little easier knowing what should be happening with your money for the rest of the year. 
After speaking with a wealth manager you can get an investment plan that could help you invest for success. During the conversation, your wealth manager will:
  • dig into your financial goals
  • get to know your unique lifestyle considerations
  • and examine your current retirement plan (if you have one)
This will help your wealth manager learn what you want to do. They will then craft a unique investment plan that could help you achieve those goals.
Get started today by clicking the button below to schedule a free financial review.
Talk to a Wealth Manager

Featured Wrapper

Meet Doug Hutchinson, CFA®

A member of the Investment Policy Committee, Doug is responsible for developing and refining manager due diligence and review standards as well as monitoring and evaluating current and prospective money managers.

Doug is additionally responsible for the oversight of our internally managed passive strategies that are used in client portfolios. He helps maintain and update internal technology systems that are used in the delivery of our managed account solutions and assists both operations and compliance when needed. 

Learn More About Doug


"I have the simplest tastes. I am always satisfied with the best." - Oscar Wilde

a guide to finding a better financial advisor

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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