Jim McMurtry, Financial Advisor, MBA, AAMS

Financial Advisor

Investment Resources

Saving for retirement, planning your estate, or investing for the future? Take a look at some of the useful articles we’ve gathered to help you learn more.

News and Insights

Women and Investing

Articles

Read more

Effects of Inflation

Cash Management

Read more

Living Trusts

Estates & Trusts

Read more

Asset Allocation

Investing

Read more

Investment Risks

Investing

Read more

Retirement Plan Distributions

Retirement

Read more

Social Security Income

Retirement

Read more

Maximizing Your Insurance Benefits

Risk Management

Read more

Why Purchase Life Insurance

Risk Management

Read more

Tax Deferral

Tax Planning

Read more

Tax Strategies for Retirement Plans

Tax Planning

Read more
Wells Fargo Advisors 2020 Outlook - A Call for Resilience

2020 Outlook - A Call for Resilience

Articles

Read more

College Financial Aid

Cash Management

Read more

Your Investments: What Happens Next?

Articles

Read more
Load More

Financial Calculators

Retirement and Inflation

Taxes and IRAs

Savings and Investing

Cash Management

Risk Management

Estate Planning

See All Calculators

Investment and Insurance Products are:

  • Not Insured by the FDIC or any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested
This information is intended for use only by residents of (AR, AZ, CA, CO, DC, FL, GA, IA, IL, KS, KY, LA, MD, MI, MN, MO, NC, ND, NE, NV, NY, OH, OK, OR, SD, TX, UT, VA, WA, WI). Securities-related services may not be provided to individuals residing in any state not listed above. Please consult with the FA as s/he may not be registered in all states.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments.  

Products and services listed may not be available, or may have restrictions, depending on client country of residence. Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.

A note about Social Media: Opinions, comments and actions taken on Social Media are those of the third party and do not necessarily reflect the views of the creator of this profile or of the firm.  Social Media is intended for U.S. residents only and subject to the following terms: wellsfargoadvisors.com/social.

 © 2020 Wells Fargo Clearing Services, LLC. All rights reserved.