---
title: Wealth Management Blog | WrapManager (79)
description: Helpful tips, tactics and information about investment planning, money manager research, and managing your retirement. (79)
---

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# WrapManager's Wealth Management Blog

When life changes, we can help you thoughtfully respond.

### [Baker Avenue Asset Management - 1st Quarter 2010 Review](https://www.letsassemble.com/wealth-management-blog/baker_avenue_-_1st_quarter_2010_review)

 Posted by [ Gabriel Burczyk | Founder & CEO ](https://www.letsassemble.com/wealth-management-blog/author/gabriel-burczyk)

April 22, 2010

Now that spring has arrived, kids are excited about visiting their local amusement parks to ride their favorite roller coasters. With the recent gains in the stock market, investors also seem to be queuing up again for the roller coaster ride in stocks. US markets continued their climb in the first quarter of 2010 with the S&P 500 Index gaining 5.39% on the quarter, the Dow Jones Industrial Average gaining 4.81%, and the Russell 2000 small cap index gaining an impressive 8.85%.

[Download Full Commmentary Here](http://admin.wrapmanager.com/images/uploads/pdfs/BAAM_Q110_Newsletter.pdf)

[Get Free Research Reports about Baker Avenue Asset Management](http://www.wrapmanager.com/money-manager-research/baker_avenue_asset_management)

[[+] Read More](https://www.letsassemble.com/wealth-management-blog/baker_avenue_-_1st_quarter_2010_review)

### [Federated Investors - Dividend Investing, March 23, 2010](https://www.letsassemble.com/wealth-management-blog/federated_investors_-_dividend_investing_march_23_2010)

March 25, 2010

 Federated believes we are coming out of a 25 year period where the interest of investors was fixated on rising stock prices, and away from the cash component of equities. Due to the recent economic and financial environment, Federated thinks that an increasing amount of investors will start seeking a better cash return on their investments, and that dividend strategies will do well as companies start to become more dividend oriented. Download Full Commmentary Here Get Free Research Reports about Federated Investors Inc [[+] Read More](https://www.letsassemble.com/wealth-management-blog/federated_investors_-_dividend_investing_march_23_2010)

### [Astor Asset Management - Outlook Report 2010](https://www.letsassemble.com/wealth-management-blog/astor_asset_management_-_outlook_report_2010)

March 5, 2010

 Astor believes that 2010 will be a positive year for the markets but the returns will be somewhere in the single digits. They think volatility will increase as the economy continues to recover and at times show mixed signals, although overall the state of things will be much calmer than 2009. Download Full Commmentary Here [[+] Read More](https://www.letsassemble.com/wealth-management-blog/astor_asset_management_-_outlook_report_2010)

### [Lord Abbett - Market Views, March 2010](https://www.letsassemble.com/wealth-management-blog/lord_abbett_-_market_views_march_2010)

March 2, 2010

 Lord Abbett believes the evidence continues to come in that shows the economic recovery is still intact. Retail sales are positive, the trend in GDP growth is positive, industrial production continues to improve and new orders are rising, and layoffs in the labor sector have moderated. Lord Abbett believes the threat of a double-dip recession is unlikely as long as the FED maintains their loose monetary policy. Download Full Commmentary Here [[+] Read More](https://www.letsassemble.com/wealth-management-blog/lord_abbett_-_market_views_march_2010)

### [Churchill Management Group - Market Perspective, February 2010](https://www.letsassemble.com/wealth-management-blog/churchill_management_group)

February 25, 2010

 Churchill believes that the market may be in a current correction phase that may last over the next few months. Their proprietary fundamental, technical, and sentiment indicators are pointing towards an intermediate correction in the markets. Churchill believes that following this potential correction, there will be a second great buying opportunity that will lead to the second leg of the current bull market. Download Churchill’s Full Commentary Here Get Free Research Reports about Churchill Management Group [[+] Read More](https://www.letsassemble.com/wealth-management-blog/churchill_management_group)

### [Alliance Bernstein - Capital Markets Outlook, Winter 2009](https://www.letsassemble.com/wealth-management-blog/alliance_bernstein_-_capital_markets_outlook_winter_2009)

February 24, 2010

 Alliance believes that the world economy continues to rebound from the widespread recession, and that global growth in 2010 should approach 3.5 percent. They see government stimulus packages continuing to bolster the rebound, consumption continuing to improve, the trend in global manufacturing is positive, and the weak dollar is doing its job and rebalancing capital flows and trade. Download Full Commmentary Here Get Free Research Reports about AllianceBernstein LP [[+] Read More](https://www.letsassemble.com/wealth-management-blog/alliance_bernstein_-_capital_markets_outlook_winter_2009)

### [Alliance Bernstein - Capital Markets Outlook](https://www.letsassemble.com/wealth-management-blog/alliance_bernstein_-_capital_markets_outlook)

December 14, 2009

 The economy is showing more evidence that the recovery is gaining traction. Credit markets are continuing to heal and global stimulus is still only partially deployed. A rebound in manufacturing and industrial production, as well as a decrease in the number of job losses, leads Alliance to believe that increased growth will continue for the remainder of this year and into 2010. Download Full Commmentary Here Get Free Research Reports about AllianceBernstein LP [[+] Read More](https://www.letsassemble.com/wealth-management-blog/alliance_bernstein_-_capital_markets_outlook)

### [Lord Abbett&Company - Market View](https://www.letsassemble.com/wealth-management-blog/lord_abbett_company_-_market_view)

December 8, 2009

 The markets are continuing to rebound and the economy looks to be on a more solid stance. The shift into riskier assets continues as investors look for yield and become less risk-adverse. Equities have rebounded strongly from the market lows, but Lord Abbett thinks that cautious consumer spending habits could mean slower economic growth and lower corporate earnings. Download Full Commmentary Here Get Free Research Reports about Lord Abbett Company Llc [[+] Read More](https://www.letsassemble.com/wealth-management-blog/lord_abbett_company_-_market_view)

### [Lateef Investment Management - Market Commentary](https://www.letsassemble.com/wealth-management-blog/lateef_investment_management_-_market_commentary)

December 7, 2009

 Dissecting the current state of the market, economy, as well as their All Cap Growth strategy, Lateef believes there are opportunities to be found. Although tight consumer credit and potential higher taxes are threats to growth in the near to intermediate term, and will present challenges to companies going forward, this will at the same time produce opportunities to those firms that can capture market share from weakened competitors. Download Full Commmentary Here Get Free Research Reports about Lateef Investment Management [[+] Read More](https://www.letsassemble.com/wealth-management-blog/lateef_investment_management_-_market_commentary)

### [Brandes Investment Partners - Due Diligence Report](https://www.letsassemble.com/wealth-management-blog/brandes_investment_partners_-_due_diligence_report)

December 2, 2009

 The history of the firm, how it is structured from an organizational standpoint, and the investment process and philosophy of the International Equity portfolio, are all detailed in this report. As a value manager, Brandes focuses on fundamental characteristics of a company to develop an estimate of its intrinsic value. The strategy of buying businesses at a discount to this estimate is what they believe will yield positive long term results. Download Full Commmentary Here Get Free Research Reports about Brandes Investment Partners [[+] Read More](https://www.letsassemble.com/wealth-management-blog/brandes_investment_partners_-_due_diligence_report)

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Blogs found at this site have been created or supported by WrapManager. The information provided in a blog post prepared by WrapManager or an associated person of WrapManager is generally limited to financial and economic issues, but may include a discussion of general interest items. The views and opinions expressed on this blog are purely the blog authors, and not necessarily those of WrapManager, Inc. Certain blog posts include information pertaining to WrapManager’s investment advisory services and the products and services of unaffiliated money managers. Such information is provided for information purposes only. Accordingly, information provided in a blog should not be construed by any consumer and/or prospective client as a solicitation to effect or attempt to effect transactions in securities or the rendering of personalized investment advice. Any subsequent, direct communication by WrapManager with a prospective client shall be conducted by a representative of WrapManager. Moreover, no client or prospective client should assume content contained on the website serves as a substitute for personalized advice from WrapManager. Different types of investments involve varying degrees of risk, and there can be no assurance that any investment, portfolio or money manager referred to within the blog will be suitable for your individual situation and risk tolerance or will be profitable. WrapManager recommends that you retain a financial professional to provide you with specific guidance regarding your financial situation before investing. Investment in equity strategies involves substantial risk and has the potential for partial or complete loss of funds invested.

Although the information included in the WrapManager, Inc. website and blog has been obtained from sources WrapManager believes to be reliable, we do not guarantee its accuracy and information may be subject to change without notice. This website should not be regarded as a complete analysis of the subjects discussed. Information on this site should not be relied upon as a substitute for legal, tax or accounting advice by a professional in your local jurisdiction.

Comments made by third parties are subject to moderation by WrapManager and may not appear on this blog until they have been deemed appropriate for posting. Also, due to the volume of comments received, not all comments will be posted.

WrapManager does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party website linked to WrapManager's web site or incorporated within a blog post. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.