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Money Manager Monthly
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WrapManager.com | Contact Us
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January 2011
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Top Ranked Strategy Closing to New Investors January 31
Learn how to invest now and more about the strategy by
reading our free report.
The Tradewinds International Value Equity ADR strategy ranks in the
top 1% of performance of international equity strategies since its
inception in 2001.* It's possibly a great way to diversify your portfolio if you are looking for international equity exposure. Download the Report
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MARKET COMMENTARY
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From Double-Dip to Buy the Dips
By Michael J. O'Connor, Executive Vice President
 Our
2010 outlook called for a slow-but-growing economy and a focus on
dividends and managers that have a history of beating their benchmarks
in rising stock markets. We expect to see more of the same in 2011,
improving from slow-but-growing to growing but how fast. Our views, as
always, are influenced by what we hear and see from the many money
managers and economists with whom we work. Doing so allows us to stay
open minded in our recommendations.
Our 2011 theme for investors
is to increase equity exposure slightly to the higher side of your
comfort zone and "Buy the Dips in 2011".
| Read our 2011 Outlook »
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MONEY MANAGER COMMENTARY
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Money Manager 2011 Outlooks
 Emerging Markets Bound for Growth
Money
manager Roosevelt Investment's latest report highlights the emerging
market's middle class. The worldwide economic picture may be full of
uncertainties but one thing seems likely: the demand for goods and
services in the developing world will grow at an unprecedented rate as
the emerging middle class rapidly expands over the next couple of
decades.
Click here for Roosevelt's Commentary
 Industrial Sector and Why Selectivity is Key
Money
manager Janus discusses the industrials sector, offering their
perspectives on variances in end-market demand, the important role of
China and the critical factors to identifying long-term investment
opportunity in the sector. With industrials among the top performing
areas, are industrials still attractively priced?
Click here for the Full Janus Commentary
 Alternative Scenarios for 2011
In
their 2011 Economic and Market Outlook report, money manager Wells
Fargo presented what they considered to be the most likely scenario for
the economy and the markets this year. However, they also discussed what
could cause the stock market to be stronger or weaker than they expect.
This report will compare the alternative bull and bear market scenarios
with their base-case forecast.
Click here for Wells Fargo's Commentary
 International and Emerging Markets 2011 Outlook
Money
manager Neuberger Berman discusses its 2011 outlook for international
and emerging markets. They believe that what appears to be a generally
moderate economic recovery will remain on track, although sovereign debt
issues and associated austerity measures in Europe, as well as
increasing protectionist tendencies in emerging markets, pose risks.
Click here for Neuberger's Full Commentary
Don't miss out on important manager commentary! Sign up for the latest email updates from Money Manager Research. |
TAX & RETIREMENT
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Extending Relief to Taxpayers
 Washington
recently passed the "Tax Relief, Unemployment Insurance
Reauthorization, and Job Creation Act of 2010." That's certainly a mouth
full, but what does it mean for you and your family?
The
following guide explains how various changes could affect you, although
most Bush-era tax cuts remain the same. Topics include:
- Potentially increasing paycheck sizes
- Making college more affordable tax credit extended
- Important changes to 529 plan qualified expenses
- Helping IRA owners make qualified charitable distributions
- Estate tax related provisions/li>
Learn about these topics and more by downloading the "Extending Relief to Taxpayers" guide here.
With
these changes and extensions, you may need to rethink your tax-planning
strategies. As always, feel free to give one of our Wealth Strategists a
call at (800) 541-7774 or email info@wrapmanager.com to discuss your current situation and learn more about how we can help!
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*The
Tradewinds Global Investors International Value ADR strategy ranks in
the top 1% of performance of its investment category since its inception
March 31, 2001 of the managers listed in the Informa Investment
Solutions Database for the time periods ending September 30, 2010 and is
shown to have outperformed its benchmark (MSCI EAFE) during this time
period. Not all money managers report their data to Informa Investment
Solutions. Past performance is not indicative of future results. This
strategy is not suitable for all investors. Investing in foreign
securities presents certain risks not associated with domestic
investments, such as currency fluctuation, political and economical
instability, and different accounting standards. This may result in
greater share price volatility. This material is being provided for
informational purposes only and is not intended to be relied upon as a
forecast, research or investment advice, and is not a recommendation.
Diversification cannot guarantee profit or protect against loss in a
declining market. For complete information on these or other manager
strategies, please contact us at (800) 541-7774 or at info@wrapmanager.com. 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 Web site and in marketing materials, will be
profitable or equal the corresponding indicated performance level(s). If
performance numbers are generated gross of fees, a client's return will
be reduced by investment advisory fees and any other expenses. Opinions
expressed are those of WrapManager, Inc. and are subject to change
without notice and are not necessarily those of Prospera Financial
Services, Inc., its directors, parent company or its affiliates.
Securities offered through Prospera Financial Services and cleared
through First Clearing, LLC. Prospera Financial Services - Member
FINRA/SIPC. © 2010 WrapManager, Inc. (800) 541-7774 | info@wrapmanager.com | www.WrapManager.com |
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