Dividend money manager Brookmont Capital’s third quarter commentary provides a few tips that they recommend to their clients during quiet or volatile markets. “The chart of the Dow Jones’ price history clearly indicates periods of volatility and sharp declines. It also shows periods of dramatic upward performance. We have become so focused on short-term performance that we only see a lot of trees and not the forest. If you step back and look at the graph, the forest becomes obvious and the trees fade into the background. We understand investor angst. This is your life savings and your retirement. The following bullet points are what we recommend to our clients when the markets are volatile or quiet. The rules never change.” Download Brookmont's Full Commentary Here Get Free Research Reports on Brookmont Capital Management [+] Read More

How do you know whether your financial advisor has your best interest in mind or is simply doing just enough to fulfill their basic duties? This is an important question to ask yourself because the security of your future depends on your retirement lifestyle planning, investing, and wealth management strategies. While you take care of the many different aspects of your life, your financial advisor can help look after your future. This is one of the many advantages of hiring a financial advisor. But not all financial advisors act as fiduciaries, putting your best interest at the forefront of investment decisions. Your retirement plans may not be as safe as you think if you have put your trust in a financial advisor whose motives are unclear or who is incentivized to recommend certain financial products. Our new eBook, Your Guide to Finding a Better Financial Advisor, can help you understand the very important question above: how do I know whether my financial advisor has my best interest in mind? And how can you find a better financial advisor? [+] Read More

Here are WrapManager's Top Equity Money Manager Picks for the final quarter in 2014. Selected by our Investment Policy Committee, the report highlights certain money manager strategies for investors to consider. Download the report to learn more about: Risk-Managed - Newfound Research LLC Dividend Equity - Brookmont Capital Management Multi-Cap Growth - ClearBridge Investments Small Cap Growth - Granite Investment Partners International Equity – Cambiar Investors [+] Read More

WrapManager’s Money Manager Directory helps investors find and request information on money managers and their strategies. This information is often hard to find and can be biased, especially if the money manager is providing it to you themselves. Information may include: Performance information Comparison to similar investment strategies In depth strategy information How the strategy could fit into your portfolio One of our Wealth Managers will reach out to you with the information. If it’s not available, they can show alternative money manager strategies that we recommend to appropriate clients and how they could work for you. [+] Read More

JP Morgan’s quarterly Guide to the Markets provides a wealth of information about the economy, stocks, fixed income and international markets, mainly displayed in easy to understand charts and graphs. It represents a one-stop shop for information that is often hard to find and scattered among multiple sources. These are just a few pieces of information you will find in the Guide: The current state of the US and international economies Interest rates and inflation Annual returns and intra-year declines Fixed income sector returns Outlook for US, international and emerging stock markets Download the Guide Here [+] Read More

Dividend money manager Federated Investors’ commentary discusses why they believe the economy is poised to grow even further this year, driving equities to new highs. “2014 hardly could have started worse, with a brutal and seemingly never-ending winter bringing activity to a halt and keeping shoppers at home in much of the country. The final first-quarter estimate told the story, with real gross domestic product (GDP) contracting a much worse-than-expected 2.1%. But there’s a reason the equity market shook off the number. It was, after all, so yesterday. What today and the rest of the year look like are much different, as manufacturing and jobs appear to be accelerating, auto and retail sales are on the upswing and even housing is showing some signs of pulling out of its funk. The government’s estimate of second-quarter growth was a well-above-consensus 4.2%, in line with our view that the economy is settling onto a higher growth plane that will drive equities to new highs this year and into 2015.” Download Federated's Full Commentary Here Get Free Research Reports on Federated Investors [+] Read More

For 10 years, the publication Investment Advisor has researched and ranked who they consider the best money managers across the country. They seek out money manager strategies that apply sustainable and repeatable investment processes, with a goal to deliver consistent performance through various business and market cycles.1 In 2014, the award for Best International/Global Equity Money Manager of the Year went to Cambiar Investors. We think it is a well-deserved accolade for Cambiar, who also took home this award in 2012.2 The consistency of their investment approach alongside their track record has earned them the highest respects from Investment Advisor, and also helped garner them a spot on WrapManager’s “Top Equity Money Manager Picks for 2014.” [+] Read More

We are happy to present JP Morgan’s Third Quarter Guide to the Markets, narrated by their Chief Marketing Strategist Dr. David Kelly, CFA. This easy and comprehensive 30-minute presentation focuses on the risks and opportunities in the ongoing global recovery, including: Growth outlook for the US and international economies Interest rates and which way they are likely to go Outlook for US, international and emerging stock markets Fixed income market review “People need to invest based not on how they feel about the economy, but based on how they think, based on the facts, based on the numbers. And that’s really what the Guide to the Markets is dedicated to.” - Dr. David Kelly, JP Morgan. Watch the Presentation Here Note: JP Morgan will ask for a name and email to watch the presentation. [+] Read More

Tactical money manager Newfound Research explains why portfolio drawdowns become more damaging as retirement nears and makes the case that baby boomers need a risk managed solution when it comes to investing. “When we think about retirement specifically, many people’s savings are extremely back-loaded. The years leading up to retirement tend to be when a person has the most earning potential and can put the most money to work in their investment portfolio. As a result, drawdowns that occur closer to retirement can be significantly more devastating than drawdowns that occur earlier in a person’s career.” Read Newfound's Full Commentary Here Get Free Research Reports on Newfound Research [+] Read More