Coleman Webb, CPWA, CFP, QPFC

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

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

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

Alternative investments can help diversify a traditional portfolio and provide the potential ofr improved risk-adjusted returns.

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

Understanding the threat of estate taxes on your life insurance proceeds is the first step in protecting these funds from unnecessary taxation. The next steps

Effective estate planning should address wealth transfer from a practical and cost-effective approach. One estate planning strategy that families with closely held businesses should consider is the family limited partnership.

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

The anticipated reopenings of the U.S. and world economies may signal the next steps in recovery—which could provide opportunities for investors…

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

Looking for a fast way to stay up to date? How the markets performed over the last week and what may happen next week all...

Weekly market insights and possible impacts on investors from the Wells Fargo Investment Institute Global Investment Strategy team...

A weekly analysis of timely economic strategy issues from Wells Fargo Investment Institute...

Weekly chart using economic data to address timely market topics from the Wells Fargo Investment Institute Global Investment Strategy team...

Your Financial Advisor can bring strategic thinking to your home borrowing needs and refer you to a dedicated Wells Fargo Private Mortgage Banker