WrapManager's Wealth Management Blog

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Wells Fargo Market Commentary August 2016

Posted by WrapManager's Investment Policy Committee

August 30, 2016

Dan Wanstreet, CFA and Carl Merritt from the Advice & Portfolio Specialist Team report on consumer discretionary as well as energy stocks and puts a focus on The Fed

Read the entire update here

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Economic/Market Outlook Portfolio Strategy Wells Fargo market perspective

How Team Sports Can Affect Retirement Planning

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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

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

As A New President Rises, Will the Markets Follow?

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The U.S. presidential election has capitalized the news media, social media, and pop culture for nearly a year now, and we still have ... [+] Read More

Doug's Quiz Corner: Early IRA Withdrawal

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Quizmaster, Doug Hutchinson, presents his quiz for the month. Here, Doug provides a an example to show the cost of taking an early withdraw ... [+] Read More

2 Key Social Security Strategies Legislated Away – What You Need to Know

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Two strategies designed to maximize Social Security retirement benefits just got cut, but it doesn’t mean your benefits have to shrink too ... [+] Read More

BlackRock Weekly Update August 2016

August 9, 2016
The worst of the U.S. profits recession appears to be over... Richard Turnill, BlackRock’s Global Chief Investment Strategist, gives us the ... [+] Read More

Wells Fargo: July Economic Data Recap, Looking Ahead to August

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Dan Wanstreet, CFA – Advice & Portfolio Specialist Team shares his thoughts on the "FANG" stocks and what July's economic indicators may ... [+] Read More

There’s Still Time: Backdoor Roth Conversions

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Two years ago we wrote an article about how high income earners—who are generally excluded from Roth IRAs because of income levels—could ... [+] Read More

Nuveen Weekly Commentary July 2016

July 26, 2016
We Expect Modest Economic and Earnings Improvements Robert C. Doll, CRA, Senior Portfolio Manager, Chief Equity Strategist serves serves as ... [+] Read More
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