---
title: Wealth Management Blog | WrapManager | Gabriel Burczyk (6)
description: Founder & CEO (6)
---

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WrapManager's Wealth Management Blog

When life changes, we can help you thoughtfully respond.

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## Gabriel Burczyk

Founder & CEO

### Recent Posts

### [Mickey Rooney’s Legacy: What We Can Learn About Estate Planning](https://www.letsassemble.com/wealth-management-blog/mickey-rooneys-legacy-what-we-can-learn-about-estate-planning)

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

May 5, 2014

When you start your career in show business at the age of 1 ½, you are bound to be a legacy. That’s what Mickey Rooney did, with an illustrious acting and performance career that spanned some 90 years and included silent comedies, Shakespeare, Judy Garland musicals, Andy Hardy stardom, television and the Broadway Theater.

In 1983, the Motion Picture Academy presented Rooney with an honorary Oscar for his "60 years of versatility in a variety of memorable film performances," which complimented the 1938 special award he shared with Deanna Durbin for "bringing to the screen the spirit and personification of youth."1

Forever an icon, he will greatly be missed. In his legacy, though, we’re also reminded of the importance and value of proper estate planning.

[[+] Read More](https://www.letsassemble.com/wealth-management-blog/mickey-rooneys-legacy-what-we-can-learn-about-estate-planning)

[Estate Planning](https://www.letsassemble.com/wealth-management-blog/topic/estate-planning)

[![Five Themes Shaping Investment Strategies in 2014](http://www.wrapmanager.com/hs-fs/hub/10700/file-2468592135-jpg)](https://www.letsassemble.com/wealth-management-blog/five-themes-shaping-investment-strategies-in-2014)

### [Five Themes Shaping Investment Strategies in 2014](https://www.letsassemble.com/wealth-management-blog/five-themes-shaping-investment-strategies-in-2014)

December 5, 2013

 As we approach the New Year, it’s a good time to take a closer look at the more impactful themes and stories we think investors should consider when preparing their 2014 investment strategies. Here are five that we believe could impact the market and investor portfolios moving forward. Be sure to discuss these with your Financial Advisor to see if your investment portfolio is prepared. 1) How the Janet Yellen Federal Reserve Could Affect Your Portfolio If Janet Yellen gains Senate approval in the coming days to become the next Federal Reserve (Fed) Chair, she’ll take over on February 1.1 Investors are almost certain to watch her closely from day 1, searching for any kinds of policy-setting signals she might give. We believe the key factors to watch are how and when she intends to pare back the quantitative easing programs, better known as QE. Based on Yellen’s testimony before the Senate Banking Committee, her letters to lawmakers, and her track record, she appears in favor of continuing stimulus measures. This could mean an extension of the current quantitative easing programs with the Fed also holding their benchmark interest rate close to zero throughout all of 2014, which could be a positive for the economy and for portfolios.1 On the other hand, if market participants believe the Fed to be paring back those programs prematurely, it could be a negative event for the markets. Investors should speak with their financial advisor to find out if their portfolios are positioned with these monetary policy outcomes in mind. [[+] Read More](https://www.letsassemble.com/wealth-management-blog/five-themes-shaping-investment-strategies-in-2014)

### [9 Steps to Researching Money Managers](https://www.letsassemble.com/wealth-management-blog/9-steps-to-researching-money-managers)

November 19, 2013

 Hiring a money manager is one of the more important decisions an investor can make, and it’s also a challenging one. To make matters a bit easier, we’ve outlined nine steps an investor should take to get the research and due diligence process started. [[+] Read More](https://www.letsassemble.com/wealth-management-blog/9-steps-to-researching-money-managers)

### [Fundamentals of Iron Ore Remain Robust - WHV Investments](https://www.letsassemble.com/wealth-management-blog/fundamentals-of-iron-ore-remain-robust-whv-investments)

November 8, 2013

 International money manager WHV Investment Management believes the fundamentals of iron ore remain robust, and their latest report explains why. "Conventional wisdom says one should invest in what China buys and avoid anything that China can produce on its own. Iron ore, one of the favored natural resources in the WHV International Equity strategy, provides an illustration of why this has worked. To fuel its continued growth, China has a seemingly insatiable demand for the high quality product of the big three iron ore miners. The companies, BHP Billiton, Rio Tinto and Vale, are focused on meeting this demand while growing profits through a combination of declining costs and increasing volumes. Both the demand and supply trends may be subject to interruptions. However, we believe that the stage is set for compelling long term returns on the WHV International Equity iron ore investments." Download WHV Investments' Full Commentary Here Get Free Research Reports on WHV Investments [[+] Read More](https://www.letsassemble.com/wealth-management-blog/fundamentals-of-iron-ore-remain-robust-whv-investments)

### [Are There Tax Incentives Associated with Long-Term Care Insurance?](https://www.letsassemble.com/wealth-management-blog/are-there-tax-incentives-associated-with-long-term-care-insurance)

September 5, 2013

 When developing a comprehensive financial plan, there are numerous factors to consider, such as when to start taking social security benefits. What about your spouse? How should I allocate my portfolio to ensure my long-term goals are met? What money managers should I hire? And the list goes on. As part of that plan, some people might consider purchasing long-term care insurance to protect their assets in the event they need extensive medical care later in life. Many don’t realize, however, that there could be tax incentives associated with long-term care insurance. The IRS outlines all of the itemized deductions available long-term care insurance premiums that are considered a medical expense1. In order for all or part of long-term care insurance premiums to be tax deductible, however, a few conditions must be met. [[+] Read More](https://www.letsassemble.com/wealth-management-blog/are-there-tax-incentives-associated-with-long-term-care-insurance)

[![2 Important Steps to Diversifying Your Portfolio](http://admin.wrapmanager.com/images/newsletters/Asset-Class-Portfolio-Diversification.jpg)](https://www.letsassemble.com/wealth-management-blog/2-important-steps-to-diversifying-your-portfolio)

### [2 Important Steps to Diversifying Your Portfolio](https://www.letsassemble.com/wealth-management-blog/2-important-steps-to-diversifying-your-portfolio)

August 16, 2013

 Investopedia defines diversification1 as “a risk management technique that mixes a wide variety of investments within a portfolio,” which “contends that a portfolio of different kinds of investments will, on average, yield higher returns and pose a lower risk than any individual investment found within the portfolio.” The goal of diversifying a portfolio is to “smooth out unsystematic risk events in a portfolio so that the positive performance of some investments will neutralize the negative performance of others. Therefore, the benefits of diversification will hold only if the securities in the portfolio are not perfectly correlated." Step 1: Diversifying Your Portfolio Across Asset Classes and Categories A glance at the chart below illustrates how this works. As you can see, different categories of assets may produce higher returns in some periods, but lackluster in others, and the best performing areas change hands regularly over time. (Click the chart for a larger version.) [[+] Read More](https://www.letsassemble.com/wealth-management-blog/2-important-steps-to-diversifying-your-portfolio)

### [Nuveen Asset Management - Earnings Acceleration Likely Needed for Upturn in Stocks](https://www.letsassemble.com/wealth-management-blog/nuveen-asset-management-earnings-acceleration-likely-needed-for-upturn-in-sto)

July 23, 2013

 Chief Equity Strategist Bob Doll reviews his weekly top themes and the big picture for the U.S. stock market. [[+] Read More](https://www.letsassemble.com/wealth-management-blog/nuveen-asset-management-earnings-acceleration-likely-needed-for-upturn-in-sto)

### [Nuveen Asset Management - Mid-Year Outlook 2013](https://www.letsassemble.com/wealth-management-blog/nuveen-asset-management-mid-year-outlook-2013)

July 16, 2013

 Chief Equity Strategist at Nuveen, Bob Doll, offers his mid-year outlook for the economy and stock market. [[+] Read More](https://www.letsassemble.com/wealth-management-blog/nuveen-asset-management-mid-year-outlook-2013)

### [Nuveen Asset Management - Mid Year Ten Predictions Assessment](https://www.letsassemble.com/wealth-management-blog/nuveen-asset-management-mid-year-ten-predictions-assessment)

July 10, 2013

 Chief Equity Strategist at Nuveen, Bob Doll, gives an update to his 10 predictions for 2013. [[+] Read More](https://www.letsassemble.com/wealth-management-blog/nuveen-asset-management-mid-year-ten-predictions-assessment)

### [Nuveen Asset Management - Sloppy Markets Continue](https://www.letsassemble.com/wealth-management-blog/nuveen-asset-management-sloppy-markets-continue)

June 18, 2013

 Chief Equity Strategist Bob Doll examines the mixed signals coming from the market, and tries to make sense of it by looking at the big picture. [[+] Read More](https://www.letsassemble.com/wealth-management-blog/nuveen-asset-management-sloppy-markets-continue)

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[![GabeProfessionalWhiteBackgroundSmall7](https://www.wrapmanager.com/hubfs/GabeProfessionalWhiteBackgroundSmall7.png "GabeProfessionalWhiteBackgroundSmall7")](http://www.wrapmanager.com/wealth-management-blog/author/gabriel-burczyk)

[**Gabriel Burczyk**](http://www.wrapmanager.com/wealth-management-blog/author/gabriel-burczyk)  
[Founder & CEO](http://www.wrapmanager.com/wealth-management-blog/author/gabriel-burczyk)

[![ValProfessionalWhiteBackgroundSmall2Flipped](https://www.wrapmanager.com/hubfs/ValProfessionalWhiteBackgroundSmall2Flipped.png "ValProfessionalWhiteBackgroundSmall2Flipped")](http://www.wrapmanager.com/wealth-management-blog/author/valerie-de-vol)

[**Valerie De Vol, **IACCP®  
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[![SetonProfessionalWhiteBackgroundSmall6Flipped](https://www.wrapmanager.com/hubfs/SetonProfessionalWhiteBackgroundSmall6Flipped.png "SetonProfessionalWhiteBackgroundSmall6Flipped")](http://www.wrapmanager.com/wealth-management-blog/author/seton-mcandrews)

[**Seton McAndrews, **CFP®   
Vice President - Investments](http://www.wrapmanager.com/wealth-management-blog/author/seton-mcandrews)**  
**

[![DougProfessionalWhiteBackgroundSmall2](https://www.wrapmanager.com/hubfs/DougProfessionalWhiteBackgroundSmall2.png "DougProfessionalWhiteBackgroundSmall2")](http://www.wrapmanager.com/wealth-management-blog/author/doug-hutchinson)

**[Doug Hutchinson,](http://www.wrapmanager.com/wealth-management-blog/author/doug-hutchinson) **[CFA®  
Director of Research and Trading](http://www.wrapmanager.com/wealth-management-blog/author/doug-hutchinson)

[![KatieProfessionalWhiteBackgroundSmall](https://www.wrapmanager.com/hubfs/KatieProfessionalWhiteBackgroundSmall.png "KatieProfessionalWhiteBackgroundSmall")](https://www.wrapmanager.com/wealth-management-blog/author/katie-oconnor)

[**Katie O'Connor,**  
Director of Client Services](https://www.wrapmanager.com/wealth-management-blog/author/katie-oconnor)

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