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

Should You Still Own REITs in a Rising Interest Rate Environment?

Posted by Doug Hutchinson | CFA®, Director of Research and Trading

May 8, 2018

When interest rates spiked in early 2018, income related investments such as Real Estate Investment Trusts (REITs) experienced a sell off. The FTSE NAREIT Equity REIT Index returned a negative 8.2% in the first quarter of 2018.¹ Income producing investments will frequently experience a sell-off in the face of a sudden spike in interest rates. Does this mean that you should not own REITS when interest rates increase?

[+] Read More

Rising Interest Rates Investment Planning Investment Psychology

Sell in May and Go Away?

April 24, 2018
With the month of May approaching, it’s the time of year when we’re reminded of the old Wall Street saying, “sell in May and go away.” In ... [+] Read More

How Does Loss Aversion Affect Your Investment Goals?

March 20, 2018
Many readers have probably heard the axiom that investors “loathe losses about twice as much as they enjoy gains.” This notion that losses ... [+] 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

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