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

Do You Live in One of the Wealthiest Parts of the Country?

Posted by Leslie L. Horgan | Client Service Specialist

June 27, 2018

For nearly 20 years WrapManager has been headquartered in the San Francisco Bay Area, which is notoriously (based on hard data) one of the most expensive areas in the world. And while we are a nation-wide investment manager, it comes as little surprise (to us at least) that 21 of the 100 wealthiest cities in the US are in California, with most them in the San Francisco Bay Area.

This fun fact may have some readers now wondering what the 100 wealthiest cities/communities are, and whether you might live in one of them! (It left us quite curious.)

Well, thanks to a Bloomberg analysis of 2016 US Census data, now you can find out.

[+] Read More

Wealth Management Retirement Planning

Don’t Confuse 401(k) Withdrawals with 401(k) Rollovers – It Could Cost You

May 9, 2018
One of the reasons investing gets confusing for most people is that there are too many rules, requirements, products/options, and terms. ... [+] Read More

Financial Planning for…Pet Owners?

January 17, 2018
For about 85 million Americans, owning a pet is a joy and marvel of everyday life. Indeed, according to the 2017 - 2018 National Pet Owners ... [+] Read More

High Earners Still Need an Investment Plan

October 18, 2017
What does it take to be a top income earner in the United States? We found some data recently that breaks it down, telling us just how much ... [+] Read More

Protecting Your Online Identity: Simple Steps for Better Internet Security

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 ... [+] Read More

An Initial Look at Trump’s Tax Reform Framework

September 28, 2017
After campaigning hard for the importance of tax reform, President Trump and his advisors released an early stage tax code change framework ... [+] 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

Leaving a Legacy That Spans Generations

May 16, 2017
When most people think of the late artist Prince, they think about a global music phenomenon with unforgettable pop hits and an ... [+] Read More

Volatility and Wealth Accumulation - Doug's Quiz Corner

April 15, 2015
Quizmaster, Doug Hutchinson, has come up with another great quiz for us regarding how volatility can affect wealth accumulation. Let’s see ... [+] Read More

Researching Money Managers

January 28, 2015
Money manager strategies can be likened to the fuel for your retirement plans. Much like gasoline in a car or wind for a sailboat, money ... [+] Read More