Commentary for Our Clients


Recently enacted legislation provides relief for families and businesses impacted by the coronavirus pandemic. The high level summary highlights some of the provisions that primarily are geared toward individuals and business owners. There are many provisions in this very comprehensive recovery legislation which are beyond the scope of this publication. These include loan programs for businesses, expanded unemployment insurance benefits, new provisions on sick leave and family leave, and funding for a variety of health-related efforts and government programs. Always be sure to work closely with your own tax advisor for guidance in applying these new rules to your own situation.

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Sustainable Investing

Sustainable investing is gaining popularity as investors increasingly seek to align their investments with their personal values. One way to accomplish this goal is to use an investment approach that focuses on environmental, social, and governance (ESG) criteria. An ESG lens may consider issues such as climate change, pollution control, gender equality and diversity, human rights, or corporate board composition.

"Goodness is the only investment that never fails." – Henry David Thoreau

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2020 Outlook

A call for resilience. Read what Wells Fargo Investment Institute strategists have to say about the economy, equities, fixed income, and international strategies for 2020.

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Setting the Stage

When it comes to long-term financial success, it's important to determine (and adjust as needed) your investment goals, risk tolerance, and time horizon when constructing your portfolio asset allocation.

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Asset Allocation Strategies

Review a deeper analysis of why asset allocation matters, and take a look at how it has managed to stand the test of time.

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Managing Wealth for Select Investors

We won’t waste your time with cookie-cutter recommendations. We will work with you and a team of specialists to create your customized financial plan.

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