WrapManager's Wealth Management Blog

When life changes, we can help you thoughtfully respond.

Financial Best Practices for New Parents

Posted by Valerie De Vol | IACCP®, Chief Operating Officer

August 22, 2018

Having a baby (or babies!) and starting a family means so many exciting, happy, but also unknown things. For first time parents, in particular, it means navigating the often head-spinning tasks of feeding, caring for, and cleaning a baby while also working, taking care of the house, and if you’re lucky, sleeping.

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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

JP Morgan Releases New Guide to the Markets for 3Q 2018

August 16, 2018
Reviewing the Guide to the Markets to Understand the Current Investment Environment J.P. Morgan's Guide to the Markets for the third ... [+] Read More

It’s a Family Affair: Talking to Your Family about Financial Planning

August 15, 2018
The “Godfather of Soul,” James Brown, had a noble vision for how he wanted his assets distributed after his passing. His will had set aside ... [+] Read More

Dorsey Wright Releases Manager Insights for Q2 2018 Review

August 9, 2018
U.S. equities continued to rise during the second quarter. Both large cap stocks (S&P 500) and small cap stocks (Russell 2000) finished the ... [+] Read More

The Investment Benefit of Women-Led Businesses

August 8, 2018
A recent study of 22,000 publicly traded companies found a correlation between profitability and women in leadership roles. Specifically, ... [+] Read More

Nuveen Reports Fundamentals Helping Stock Prices Push Higher

August 2, 2018
U.S. Indices Are Mixed, While Corporate Earnings Draw Headlines Investors focused last week on a moderate easing of trade tensions and a ... [+] Read More

Writing Your Will – Ensuring Your Wishes are Known and Followed

August 1, 2018
Our estate planning hats are on this week, and we have two fundamental but essential questions for readers: (1) Do you have a will? and (2) ... [+] Read More

BlackRock Reports on China's Currency, Domestic GDP Data, and the Fed's View of the Economy

July 26, 2018
Should China's Currency Worry Markets? A slide in the Chinese yuan is sparking fears of a sharper devaluation that could rattle global ... [+] Read More