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

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

Posted by Gabriel Burczyk | CEO

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 politics, a social movement, or anything in the news for that matter. It is about what to do if you start to get worried about how the equities and/or bond markets may react to ongoing developments and potential controversies. 

In the current environment, it is the uncertainty that has many investors on edge. For some, every day may feel like it has the potential for some breaking story that sinks markets. To help address any concern investors may have, we present a 4-step action plan for what to do when you’re worried about your investment portfolio. 

[+] Read More

Stock Market Corrections Hiring a Financial Advisor Market Volatility

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

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

Is Hiring A Financial Advisor Worth It?

April 12, 2017
Editor's Note: This post was originally published July 2016 and was updated in April 2017 with new information for your benefit. Investors ... [+] Read More

3 Reasons You Need A Fiduciary

February 28, 2017
In the realm of investment advice, all it takes is seeing the definition of “fiduciary standard” to understand why it’s so important: ... [+] 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

4 Signs You’re Getting White Glove Service from Your Financial Advisor

January 11, 2017
Editor’s Note: This post was originally published in April 2014 and updated January 2017. A financial advisor’s job, at minimum, is to ... [+] Read More

3 Actions You Should Take to Examine Your Investment Fees

May 9, 2016
Here’s a statistic that may catch your eye (or make it shed a tear): since 1980, total mutual fund assets have increased by 135 times, but ... [+] Read More

What's the difference between the Fiduciary Standard and the Suitability Standard?

February 3, 2016
Here’s a fact about financial advisors (NOT Investment Advisors) that may surprise you: they do not necessarily have to act with your best ... [+] Read More

Your Retirement Planning Strategy: The Key Players

September 29, 2015
When it comes to a retirement planning strategy, no person is an island. The decisions you make regarding your retirement will affect other ... [+] Read More