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May 2018

Retirement Planning, Stock Market Valuations & Alternative Investments

In this month's edition of the newsletter, we focus on retirement solutions for high income earners, the importance of proper 401(k) and legacy planning, the impact of the current economic climate and rising interest rates on stock market valuations, foreign bond holdings, and whether or not your REITs are still a good investment. 

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Are Stock Prices Attractively Valued Right Now?

In the current economic environment with low interest rates and low inflation, a forward P/E ratio that is equal to the 25-year average may actually be a signal that stocks are attractively valued. Here’s why.

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Is a Roth IRA Right for You? And What Are Your Other Options?

Generally speaking high income earners get phased out of being able to contribute to a Roth IRA. So what other options exist for you? Find out in this quick and easy guide to Roth IRAs. 

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401(k)'s: What You Don't Know Could Hurt You

The difference between a 401k withdrawal and a 401k rollover might just be one word on the surface, but if they aren't handled properly it could cost you a lot of money, and hurt your long-term retirement goals.

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Wondering What a Donor Advised Fund Is?

DAFs offer a unique approach to giving assets, potentially growing your assets, and then donating them to the charity (or charities) of your choosing – all in a tax efficient manner.

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Are Rising Interest Rates a Valid Concern for REIT Owners?

While it’s impossible to predict returns on REITs going forward, recent history has shown that long term performance of REITs is driven by fundamentals and not by the direction of interest rates. See why.

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The Perils of Exchange-Rate Risk in Foreign Bonds

Your friend bought a British bond at par with a £10,000 value at maturity. She believes she made money on this transaction even though the bond trades in a foreign currency. Can you help her?

Test Your Knowledge

Is Your Retirement Plan on Track? 

Evaluating your retirement plan is a lot easier when you work with a Wealth Manager who is able to objectively evaluate your plan. Whatever your retirement goals are, we're happy to help you review your probability of success and to suggest changes that could increase the likelihood of you meeting your specific retirement goals. 

Not ready to talk to a Wealth Manager just yet? Check out our free guide 5 Ways to Enhance Your Retirement Planning Strategy to learn 5 great strategies for maximizing your retirement income. 

Talk to a Wealth Manager

Featured Wrapper

Meet Michael O'Connor, CWS®

As a Certified Wealth Strategist®, and a Vice President - Investments at WrapManager, Mike develops financial roadmaps and portfolios for clients and helps ensure that they are on track to accomplish their investment and personal goals. With his CWS® designation, he has the knowledge and skill sets needed to work with more complex client issues and assume the lead role when working with a client’s attorney, CPA and other wealth advisors. He is a veteran in the investment management industry with experience working with both institutional and high net worth clients. 

Learn More About Mike

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“If everyone is moving forward together, then success takes care of itself.” - Henry Ford


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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