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WrapManager Can Help You Plan for Your Future

January 2018

The Newest 401(k) Millionaires and Their Strategies for Success, Financial Planning for Pet Owners and How to Financially Cope With Divorce

It's the new year and time to make strides toward accomplishing your 2018 financial goals. In this issue, we'll share strategies from the newest breed of 401(k) millionaires and January investment trends. This month's newsletter also includes recommendations for pet owners and how to financially prepare for a divorce. 


The Family Member You Might Not Have Included in Your Financial Plan

For most people, the health benefits and companionship of pets outweigh the dollar costs. Understanding the cost, can still help you be more financially prepared to care for your furry friend.

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Women are the New 401(k) Millionaires

Research shows more and more women are leveraging 401(k)s and becoming millionaires. We review the three strategies they're using to get there. Can you guess what they are?

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What to Address When a Divorce Changes Your Finances 

A broken heart shouldn't lead to a broken retirement plan. If you know someone going through a divorce, share these four financial factors they should consider.

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Could a Tactical Money Manager Enhance Your Investment Plan?

Tactical money management isn't for everyone. Learn what it is, and whether it could be right for your long-term investment plans.  

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Is the January Effect Real? And Should You Know it?

Some say that stock prices increase in January. We take a look at where this idea came from and the history behind it. 

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How Does an Expense Ratio Impact Returns Over 10 Years?

Do you know how to calculate the impact of expense ratios on returns over a period of 10 years?

Test Your Knowledge

Need Help Reviewing Your Financial Plan?

While January is a busy time for many, its also a great time to revisit your investment plan to make sure you're on track and to make any needed adjustments. We're here to help! We can help assess your financial picture as a whole and identify strategies to help you reach your goals.

Click on the button below to schedule your free financial review today. 

Talk to a Wealth Manager

Featured Wrapper

Meet Leslie Horgan

Leslie serves as a Client Service Specialist and keeps our client processes in order. She brings a wealth of experience in service and operations, ensuring WrapManager's continued commitment to exceptional customer service.

Leslie helps clients in a variety of ways including welcoming new clients, the day-to-day maintenance of accounts, and fufilling client requests. She ensures that all of our clients enjoy the benefits of WrapManager’s First Class Service Standards.

Learn More About Leslie

Leslie Horgan, Client Service Specialist

"Millions saw the apple fall, but Newton was the one who asked why." - Bernard Baruch


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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