WrapManager's Wealth Management Blog

When life changes, we can help you thoughtfully respond.

Wells Fargo: 10 Major Mergers Announced this Week

Posted by WrapManager's Investment Policy Committee

September 22, 2016

Dan Wanstreet, CFA and Carl Merritt from the Advice & Portfolio Specialist Team report on 10 announced or agreed-upon mergers of U.S. companies valued at more than $1 billion.

Read the entire update here

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Economic/Market Outlook Portfolio Strategy Wells Fargo market perspective

3 Things to Know About the Generation Skipping Transfer Tax - GSTT

September 21, 2016
For readers unfamiliar with the generation skipping transfer tax (GSTT), in its simplest form it is what it sounds like – a transfer tax ... [+] Read More

Are Tax Exempt Municipal Bonds Better Than Corporate Bonds? - Doug's Quiz Corner

September 13, 2016
Quizmaster, Doug Hutchinson, presents his quiz for the month. Here, Doug considers whether tax-exempt municipal bonds are a better ... [+] Read More

BlackRock Weekly Update September 2016

September 12, 2016
September interest rate increase looks less likely... Richard Turnill, BlackRock’s Global Chief Investment Strategist, gives us the week in ... [+] Read More

The ‘Bear Market’ Chatter is Rising: What Should You Do?

September 8, 2016
If you’re starting to get the feeling that the mutterings of a next bear market are growing, it’s because in many senses they are. A recent ... [+] Read More

Brexit's Effect on Europe: Legg Mason Chart of the Week

September 7, 2016
The Bottom Line Uncertainty about Brexit’s impact may have rippled through financial markets, but so far the biggest economies in ... [+] Read More

“Phasing Out”: The Art of the Gradual Retirement

August 31, 2016
Many retirees or those pondering retirement know: sometimes it’s difficult to let go. After spending decades being hard-wired to go to work ... [+] Read More

Wells Fargo Market Commentary August 2016

August 30, 2016
Dan Wanstreet, CFA and Carl Merritt from the Advice & Portfolio Specialist Team report on consumer discretionary as well as energy stocks ... [+] Read More

How Team Sports Can Affect Retirement Planning

August 25, 2016
The Olympics ended with a spectacular closing ceremony, the event showed competition is alive and well and the United States topped the ... [+] Read More

Polen Capital Reports 2Q 2016 Performance

August 23, 2016
We have a clear investment discipline and a clear compass... After delivering a strong first quarter performance, Polen Capital ... [+] Read More
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