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

Millennial Investors and Investing Psychology

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

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 mistakes can inform us what to avoid in the future. At worst, we allow certain experiences to create unproductive biases in our mindset. A good example of such a bias could be the tendency of Depression-era investors to avoid stocks altogether following that time period, given the scars left behind from such a difficult experience. The problem with such a bias, can be the creation of an even bigger opportunity cost in its wake—the opportunity cost of not participating in the gains that followed.

[+] Read More

Retirement Income Strategy Investing 101

Retiring in America: 3 Practical Tips to Help Set Your Course

March 13, 2017
Retirement planning in America is no simple task. Whether it’s navigating the ever-shifting tax code, factoring-in the rising cost of ... [+] Read More

Common Retirement Planning Problems – And How to Overcome Them

January 4, 2017
With retirement planning, there is always the need to plan for the “unexpected”: emergency needs, potential home repairs, major medical ... [+] Read More

BlackRock Commentary Midyear 2016

July 12, 2016
With half the year over, BlackRock's commentary delivers an overview for the rest of the year. Read the excerpt here, or download the ... [+] Read More

Can You Improve Returns by Checking Your Investment Portfolio Less?

July 6, 2016
Maybe! Recent research from Columbia Business School suggests that it’s possible. Researchers found that checking an investment or ... [+] Read More

4 Things You May Not Know About Your 401(k)

June 22, 2016
Allow us ‘cut to the chase’ on one thing when it comes to 401(k)s: they are almost always valuable tools for retirement planning, for those ... [+] Read More

5 Ways Going Back to Work Affects Your Retirement Income Strategy

April 6, 2016
Retirement sometimes means being busier than ever, and for some that’s because you have re-entered the workforce with a new passion or a ... [+] Read More

What’s the Cost of a Successful Retirement?

February 17, 2016
Discussions about retirement planning usually begin with a basic question: What’s the cost of a successful retirement? If everyone had the ... [+] Read More

Cash Vs. Mortgage in Your Retirement Lifestyle Planning

October 6, 2015
Many people approaching retirement consider where they will live during their retirement years. Relocating to  a more affordable or ... [+] Read More

We Go the Extra (3,000) Mile!

September 9, 2015
One of the many aspects of WrapManager that I love so much is the diversity of our clients from a geographic standpoint. We have clients ... [+] Read More