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Money Manager Monthly
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WrapManager.com | Contact Us
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December 2011
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 | Latest Update
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WrapManager Client Center
Be sure to periodically check the Client Center for important reminders and information.
Required minimum distributions, IRA beneficiaries, year-end tax reminders and office holiday dates are just a few of the topics.
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Is Recent Market Volatility an Opportunity?
Seton McAndrews, Senior Wealth Strategist
 As
2011 comes to an end, we'd like to wish you all happy holidays and our
warmest wishes in the new year! Thank you for being part of the
WrapManager family.
Be sure to let us know if you need anything before the end of the year and we'll get working on it right away.
In this month's
newsletter, we take a look at the market volatility we've all endured
over the last few months. We are always looking to help position
portfolios to take advantage of future market environments, which is why
we believe there are reasons to view this volatility as an opportunity.
While it may be counterintuitive, we believe this volatility is an
opportunity for appropriate investors to slightly increase equity
exposure.
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FINANCIAL TIDBIT
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Preparing For Better Days - Wells Fargo's 2012 Outlook
Wells
Fargo's Investment Strategy Committee is out with their 2012 economic
and market outlook. Broken down into four concise and easy to read
sections, the Chief Strategists for economic, domestic equity,
international equity and fixed income share their thoughts on what to
expect in the coming year. The
Committee sees a gradual improvement across the US economy and market
as part of their 2012 year-end forecast. The S&P 500 and the
international index MSCI EAFE rise to 1,325-1,375 and 1,500,
respectively. Existing home and total vehicle sales increase, the
unemployment rate decreases to 8.0% and the Federal deficit is trimmed
from $1.3 trillion to $1.2 trillion. Finally, they expect a 10-year
treasury rate of 3.0% and a 30-year treasury rate of 4.0%. |
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Warm Regards,
Seton McAndrews
WrapManager, Inc.
(800) 541-7774
smcandrews@wrapmanager.com |
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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. © 2011 WrapManager, Inc. (800) 541-7774 | info@wrapmanager.com | www.WrapManager.com |
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