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

Gabriel Burczyk

CEO

Recent Posts

12 Ways to Define the Investment Goals that Matter to You

Posted by Gabriel Burczyk | CEO

July 13, 2017

Being a prudent saver and a savvy investor can help you accumulate the assets you need for retirement. In some cases, that can mean a formula as simple as saving 20% of all your lifetime earnings and hiring a trusted adviser to build you a diversified investment portfolio.

But for those who want to take the planning process a step further, it can be beneficial to define the investment goals that matter to you. This exercise can provide you clarity to answer not the question of how to save and where to save, but why to save.

[+] Read More

Goal Based Investing

When it Comes to Retirement Planning, What’s the Difference Between Needs and Wants?

June 14, 2017
Retirement planning involves more than just saving money in a 401(k) or putting away cash in IRAs here and there. An investor has to ... [+] Read More

The 4-Step Action Plan if You’re Worried About Your Investment Portfolio

May 31, 2017
It is an interesting time in the United States’ sociopolitical sphere, to say the least. But lucky for you, this article isn’t about ... [+] Read More

When the Stock Market Gets Volatile, Smart Investors Do This

May 10, 2017
There’s a popular saying that people often use to characterize or describe human behavior: “we are our own worst enemies.” This phrase ... [+] Read More

The Retirement Dilemma for High Income Earners

March 28, 2017
High income earners often find themselves in a bit of a quandary when it comes to retirement planning. Individuals making over $132,000 and ... [+] Read More

Savings Checkpoint! How to Know if You’re Saving Enough

March 15, 2017
Retirement and financial planning can essentially be broken down into three phases:  Saving Investment Distribution (Retirement Income)  ... [+] Read More

The Case for International Diversification

February 14, 2017
If it feels like the United States has been delivering good (but not gangbusters) economic growth and solid stock market returns since ... [+] Read More

Active vs. Passive Management and What it Means for Your Portfolio

February 1, 2017
There’s been a growing debate surrounding the rise in popularity of “passive investing” as an alternative to active management. Passive ... [+] Read More

What's the Difference Between Financial Advisors and Money Managers?

January 25, 2017
Editor’s Note: This post was originally published in December 2015 and updated January 2017. While financial advisors and money managers ... [+] Read More

Robo Advisors vs. Traditional Advisors: Should the Differences Matter to You?

January 17, 2017
Over the past few years, there’s been a technology-related buzz in the financial industry, but it’s not about the latest ‘app’ from Silicon ... [+] Read More