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

Protecting Your Online Identity: Simple Steps for Better Internet Security

Posted by Katie O'Connor

October 13, 2017

In light of the increased security concerns caused by the Equifax data breach and the increased extent of the Yahoo data breach, we feel it is important to remind clients of ways that you can protect yourself from identity theft and other data theft. Below are four easy steps that you can take today to help protect your internet security.

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Wealth Management Investing 101

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

Concerned About the Equifax Breach? Here’s How to Freeze Your Credit

September 11, 2017
Over the past few days we’ve had many clients mention their concerns about the Equifax data breach, which got us talking about how to ... [+] 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

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

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

How “Familiarity Bias” May Impact Your Investment Decision-Making

July 18, 2017
It’s no secret that investors have a tendency to "get in their own way” when it comes to making investment decisions. As we have written ... [+] 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