WrapManager's Wealth Management Blog
When life changes, we can help you thoughtfully respond.

Doug Hutchinson

CFA®, Director of Research and Trading

Recent Posts

End of Year Market Volatility

Posted by Doug Hutchinson | CFA®, Director of Research and Trading

December 18, 2018

 The recent pullback in global stock markets has caused some concern that the bull market in equities is winding down. There is even some concern that this pullback is among the initial signs of an upcoming recession. 

To gain some better historical perspective on the recent movement in the stock market, let’s take a look at historical intra-year market declines versus calendar year returns.1

 

 

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Market Volatility stock market performance market perspective Economic Indicators

Mid-Term Election Year Volatility

October 26, 2018
Historically, equity markets have been very volatile in mid-term election years. Since 1962, the S&P 500 has had an average intra-year ... [+] Read More

Investing When the Market is at an All-Time High

September 18, 2018
Should You Be Concerned About the Height of the Market? US equity markets have been trading at or near all-time highs recently as the S&P ... [+] Read More

How Should You Handle Roth IRA, HSA, and 401k Savings? – Doug’s Quiz Corner

September 14, 2018
Saving for Retirement and Potential Health Care Costs Your friend Jody has recently started a new job and she has several options for ... [+] Read More

Should You Invest Your Entire Investment Portfolio in a Single Management Strategy?

September 4, 2018
We’ve all heard the term “don’t put all your eggs in one basket”. Of course, this concept can be easily applied to investing. Many ... [+] Read More

Should Investors Stress Over an Inverted Yield Curve?

August 21, 2018
Despite Apple topping $1 trillion in market value, the unemployment rate continuing to climb down, and a multitude of other positive market ... [+] Read More

Evaluating the Most Efficient Way to Save for a College Education – Doug’s Quiz Corner

August 17, 2018
What Are the Advantages of Using a Roth IRA vs. traditional IRA vs. a 529 Plan When Saving for College Costs? Consider this Scenario: Your ... [+] Read More

Is it Better to Save for Retirement or Pay Off Student Loans? – Doug’s Quiz Corner

July 20, 2018
Determining Priorities When Saving for Retirement and Paying Off Student Debt Consider this Scenario: Your friend Stanley has recently ... [+] Read More

Performance Reporting: Does It Really Matter?

July 10, 2018
When you’re validating a money manager recommendation, chances are high that you’re looking for information regarding the managers ... [+] Read More

Introducing the WrapManager SAIRSHA Global All Cap ESG Portfolio

June 19, 2018
Some investors wish to align their personal values with their investment portfolio, but there have traditionally been several stumbling ... [+] Read More