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

Michael J. O'Connor

CWS®, Vice President Investments

Recent Posts

An Initial Look at Trump’s Tax Reform Framework

Posted by Michael J. O'Connor | CWS®, Vice President Investments

September 28, 2017

After campaigning hard for the importance of tax reform, President Trump and his advisors released an early stage tax code change framework on Wednesday, September 27. From his podium in Indianapolis, IN, Trump explained that his framework would cut taxes for businesses and individuals and potentially deliver a “middle class miracle.”[1]

As he put it, “…we will cut taxes for the everyday, hardworking Americans…”[2]

While the House and Senate will still have significant work to do to in order to finalize the tax plan and craft new legislation, the initial review of Trump’s framework has some substantial changes to the current tax law, which could represent the largest tax reform change passed in 30 years.[3]

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Wealth Management Taxes Tax Planning

Fair Weather Money Manager Fan? What Data Tells Us about Short-Term Investments

September 27, 2017
Just about every sports fan knows the joy of rooting for your favorite team when things are going well, when the wins pile up. But the ... [+] Read More

Retirement Investing: Needs vs. Wants

September 13, 2017
The conventional wisdom is that once a person retires, they should pare back exposure to stocks and focus instead on a more balanced, ... [+] Read More

What Investors Need to Know About the Disposition Effect

September 6, 2017
Part of being an astute investor involves hours of analyzing the capital markets, actively researching the companies and strategies you ... [+] Read More

5 Things to Know about Health Savings Accounts

August 30, 2017
With all the hoopla about health care over the last several months, you may have heard the term “Health Savings Account” tossed around here ... [+] Read More

Do Men and Women Invest Differently?

August 15, 2017
There are countless studies out there trying to answer questions about how – and why – men and women invest differently. Do men tend to ... [+] Read More

Millennial Investors and Investing Psychology

August 3, 2017
Most investors would readily admit that past experiences in the markets tend to influence their decision-making over time. At best, our ... [+] Read More

Plan Now for Education Later: 529 College Savings Plans

June 29, 2017
With the cost of education continuing to rise, and the requirements for minimum workforce entry showing no likelihood of decreasing the ... [+] Read More

Investor Psychology: Why You May Not Be Your Own Best Financial Planner

May 24, 2017
Dr. Meir Statman is a professor of finance (with a focus on behavioral finance) at Santa Clara University. You might say he is a foremost ... [+] Read More

What's the Difference Between a Roth and Traditional IRA?

April 18, 2017
Both a Roth IRA and Traditional IRA (Individual Retirement Account) can potentially help meet your retirement savings goals. The main ... [+] Read More