2018 Midyear Outlook

News and Insights

Seeing Wealth Differently Across Generations

For most investors, spending and investing patterns change as they age, acquire liabilities, and accumulate wealth. It is important that investors understand the forces that

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Women and Investing

Women are statistically more likely than men to rate themselves as less-experienced investors. They also trade less frequently than men. However, women investors are more

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Effects of Inflation

Are you saving for retirement? For your children’s education? For any other long-term goal? If so, you’ll want to know how inflation can impact your

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Estate Planning

By taking steps in advance, you have a greater say in how these questions are answered. And isn’t that how it should be? Wills and

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Living Trusts

Living trusts enable you to control the distribution of your estate, and certain trusts may enable you to reduce or avoid many of the taxes

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Asset Allocation

Lewis Carroll, the author of Alice’s Adventures in Wonderland, once said, “If you don’t know where you’re going, any road will get you there.” This

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Investment Risks

Taken by itself, the word "risk" sounds negative. But broken down into what it really stands for in terms of investing, it begins to be

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Retirement Plan Distributions

When it comes to receiving the fruits of your labor — the money accumulated in your employer-sponsored retirement plan — you are faced with a few broad

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Social Security Income

Estimating your future Social Security benefits used to be a difficult task, but not any longer. For an estimate of your projected benefits, go to

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Tax Strategies for Retirement Plans

If you receive a distribution from a qualified retirement plan such as a 401(k), you need to consider whether to pay taxes now or to

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Why Purchase Life Insurance

We’ve all heard about the importance of having life insurance, but is it really necessary? Usually, the answer is “yes,” but it depends on your

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Balancing Risk and Reward

Wells Fargo Investment Institute (WFII) believes that investors seem increasingly willing to trade higher levels of risk for potential return. Yet it is important to

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