August 2017 Newsletter

WrapManager's Newest Top Equity Money Manager Picks Available Now

There are 1000s of money manager strategies out there, but not every money manager is a good fit for every investor. If you’re trying to find the money managers or investment strategies that are right for you – and that could help you reach your investment goals – you might feel totally overwhelmed going through all the different options.

We’d like to help clear some of the confusion for you.

Each quarter WrapManager’s Investment Policy Committee (IPC) compiles a short list of money manager picks in order to help investors like you discover and evaluate different money manager strategies.

What is the Federal Reserve?

The Federal Reserve (Fed) met on July 25 and 26 with little fanfare, since they did not end up raising interest rates. In a statement, the Fed said the job market continues to strengthen, but inflation remains somewhat of a concern. Inflation metrics have fallen below the 2% threshold the Fed considers healthy, and as such the central bank will be “monitoring inflation developments closely.”

The Fed gets quite a bit of media attention, and it got us thinking: for many normal investors and retirees, the Federal Reserve is probably an institution shrouded in mystery. What is the Federal Reserve? How did they come into existence? Are they as important as everyone says they are?

Do Men and Women Invest Differently?

There are countless studies out there trying to answer questions about how – and why – men and women invest differently. Do men tend to take more risks? Are women better at committing to a long-term strategy? Should advisors take different approaches with men and women as a result? A comprehensive study performed by Merrill Lynch offers a somewhat surprising, but also no-nonsense explanation when it comes to finance and investing—men and women aren't all that different.

Human beings, no matter what their gender, all share a common trait that can affect how we make investment decisions – our emotions. On the other hand, the strengths of a good investor, such as patience, analytical attention to detail, and long-term focus are common across both men and women.

In this post, we will take a look at some of the findings of a recent Merrill Lynch research paper.

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.

Q3 2017 Top Equity Money Manager Picks

WrapManager's Newest Top Equity Money Manager Picks Available Now

What is the Federal Reserve?

Do Men and Women Invest Differently?

Returns on Foreign Investments

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