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February 2018

A Financial Plan Isn't Just For Your Retirement Anymore

Being a financially prepared adult means that the number of commitments and responsibilities that you carry can vary from moment to moment. Whether you're planning on having kids, getting ready to (re-)negotiate your salary, or making sure that your finances are prepared to weather a natural disaster, this month's newsletter has suggestions to help. 

In light of the recent market volatility we've also included the analysis written by our Director of Research & Trading, Doug Hutchinson, CFA® for your review.

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Tips for When Your Bundle of Joy Is Costing Bundles of Cash

Taking care of your child's needs and striving toward your long-term financial goals at the same time is no easy feat. That's why we rounded up a few ways you can think about budgeting, spending, and saving for kids.  

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Ready to Save More? 5 Tips for Negotiating a Higher Salary

There are lots of way to save more money, but none of them are easier than making more money, right? Your long term financial goals are counting on it. This post offers a few tips how to think about the of salary negotiations. 

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Market Volatility Update

Was it Inflation & Interest Rates?

Doug Hutchinson, CFA® looks at how fears of rising interest rates and the thought of a surprise rate hike could be the culprit behind recent market volatility.

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Later In Life Health Care Planning

77% of older American say they would prefer to receive care in their own homes. If that sounds good to you, let's start planning. Here's what to consider.  

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Do You Have an Emergency Kit for Your Finances? 

With a rise in cumulative damages from natural disasters in 2017, it makes sense that your Emergency Kit needs to include a plan for your finances. 

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What to do with Bond Investments When Interest Rates Rise? 

Have you ever thought about what happens to bond investments when interest rates go up? Test your knowledge now.

Test Your Knowledge

Need Help Reviewing Your Financial Plan?

While February is a busy time for many, its also a great time to revisit your investment plan to make sure you're on track and to make any needed adjustments. We're here to help! We can help assess your financial picture as a whole and identify strategies to help you reach your goals.

Click on the button below to schedule your free financial review today. 

Talk to a Wealth Manager

Featured Wrapper

Meet Tom Graber

Tom works at WrapManager as our Operations and Technology Specialist. He has 20 years of retail and institutional financial services experience and a resume featuring a who’s who of respected names in finance.

When he joined our team he brought with him the high-tech confidence we value to serve clients with cutting-edge speed and precision. Tom has an extensive knowledge of brokerage operations procedures for new accounts, trading, cashiering, securities transfers, and customer communication.

Learn More About Tom


"Be sure you put your feet in the right place, then stand firm." - Abraham Lincoln 

Download Guide to Researching Money Managers

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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