WrapManager's Wealth Management Blog

In their Q1 2015 International Strategic Value Dividend ADR Commentary, dividend money manger, Federated Investors, discusses their diversification strategy which can help reduce portfolio volatility. "In order to pursue its objectives of dividend yield, dividend growth and lower downside risk, the portfolio invests in high-yielding, high-quality stocks, many of which are found within mature markets and sectors that typically exhibit a low level of cyclicality." [+] Read More

Our focus isn’t on emphasizing just whether a company is good or bad but how people are reacting to it. How the sentiment changes. Fundamentals matter but how they interact with human behavior is what creates investing opportunities. Our view is: Stay in the middle of the boat, ignore the headlines and do well in some companies that people may not expect: healthcare in emerging markets or U.S. grocery stores, for example. Read more market perspectives in Eagle Asset Management's insightful whitepaper. [+] Read More

"The Fed may have axed the word patience from its commentary but I’m beginning to wonder if extreme patience may be called for." Eagle Asset Management's, Richard Skeppstrom, weighs in on the Federal Reserve's comments following the last Federal Open Market Committee meeting.  [+] Read More

Quizmaster, Doug Hutchinson, has come up with another great quiz for us regarding how volatility can affect wealth accumulation. Let’s see what the math has to say. [+] Read More

Here are four money manager strategies to consider for your portfolio selected by our Investment Policy Committee, updated for the second quarter. Download the report to learn more about each. [+] Read More

With April Fool’s Day upon us, you might find that your toilet paper has been replaced by duct tape, a mysterious For Sale sign has appeared in your front yard, or that your milk has been colored green with food coloring. These harmless pranks may make you smile, but there are more serious “pranks” that cross the line: financial scams. Increasingly, fraudsters are targeting senior citizens. According to a widely cited 2011 study by MetLife and the Center for Gerontology at Virginia Tech, the amount of financial loss suffered by seniors each year is estimated to be at least $2.6 billion!1 [+] Read More

After years of cash yields of nearly zero across North America and Europe,1 the Federal Reserve has indicated that it is finally moving toward moving interest rates higher. [+] Read More

Quizmaster, Doug Hutchinson, has come up with another great quiz for us regarding how our emotions can influence our decisions. Let’s see where you stand. Good luck! [+] Read More

Check our our post: 3 Tips for Reducing Your Taxable Income in 2016. According to J.P. Morgan, the average American pays more in taxes than they do for food, clothing, and housing…combined. And, that only applies to income taxes! For investors, the cut often runs even deeper. Not only is your earned income reduced every year, but—J.P. Morgan also reveals that taxes on your investments can reduce an 8% annual return to as low as 5.2%.1 Click for larger view [+] Read More