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

Leslie L. Horgan

Client Service Specialist

Recent Posts

Do You Live in One of the Wealthiest Parts of the Country?

Posted by Leslie L. Horgan | Client Service Specialist

June 27, 2018

For nearly 20 years WrapManager has been headquartered in the San Francisco Bay Area, which is notoriously (based on hard data) one of the most expensive areas in the world. And while we are a nation-wide investment manager, it comes as little surprise (to us at least) that 21 of the 100 wealthiest cities in the US are in California, with most them in the San Francisco Bay Area.

This fun fact may have some readers now wondering what the 100 wealthiest cities/communities are, and whether you might live in one of them! (It left us quite curious.)

Well, thanks to a Bloomberg analysis of 2016 US Census data, now you can find out.

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Retirement Planning Wealth Management

Legacy Planning with Donor Advised Funds

May 16, 2018
If part of your legacy and estate planning involves giving to charity, you may want to consider Donor Advised Funds (DAF). DAFs are not ... [+] Read More

Aging in Place: Retirement Planning for Home Care Costs

February 20, 2018
In the context of retirement planning, most people are naturally drawn to talking about travel, hobbies, grandchildren, and leisure ... [+] Read More

Navigating Your Finances Through Divorce

January 22, 2018
There’s really no way to sugarcoat it – though relationships are often filled with love and beauty, they can also be complicated and ... [+] Read More

Have you heard of the “January Effect”?

December 27, 2017
You many have heard people speak about the "January Effect," but what does it actually mean? In short, the January Effect is a concept ... [+] Read More

What is Tax Loss Harvesting?

October 25, 2017
The White House released an outline for major tax reform in September. There are some ambitious goals in the plan: reduce seven individual ... [+] Read More

What is the Federal Reserve?

August 9, 2017
The Federal Reserve (Fed) met on July 25 and 26 with little fanfare, since they did not end up raising interest rates. In a statement, the ... [+] Read More

Common Financial Credentials: What is a CFP, CWS, and CFA?

May 2, 2017
Once you’ve realized that hiring a financial advisor is worth it, the next step is choosing the right one for you. When you began your ... [+] Read More

Katie’s LINC Presentation and the Time She Flew

February 17, 2017
If you’ve ever called WrapManager and been welcomed with a crisp British accent, you’ve had the good fortune to speak with Katie O’Connor, ... [+] Read More

Are You Sacrificing Retirement Savings for College Expenses?

November 30, 2016
If the answer is “yes,” you are among the 67% of parents who said that saving for their kids’ college education is more important than ... [+] Read More