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YE Planning Guide

2021 Year End Planning Guide

This year ushered in a new President and Congress, as well as new proposals that could significantly alter the tax landscape. As the uncertainty about possible changes continues to play out, you do not need to be idle. There are still planning strategies and steps you can take now to help potentially lower your 2021 tax liability and keep your financial plan on track into 2022. The deadline for implementing most investment-related strategies that could reduce your 2021 tax bill is December 31, 2021. Read More

Wells Fargo Investment Institute - The Future of Globalization

We consider globalization the interdependence that arises as goods, services, people and information cross borders and encourage globally integrated markets. For example, smartphone components could leave factories in South Korea or Taiwan for assembly in China, and then the finished products cross the pacific to a shelf of a U.S. retailer. Read More

Tax PLanning

2021 Tax Planning Guide

Mid Year Outlook 2021

Wells Fargo Investment Institute Mid Year Outlook - Fuel For Growth

One year after the global economy emerged from lockdowns, the economy is running faster than many of us have seen in our lifetimes. The U.S. and China have led the way, thanks to the various COVID-19 vaccines, whose accelerating distribution is speeding the recovery and driving faster spending. Read More

5 Ways

Wells Fargo Investment Institute: Five Ways the Pandemic Changes the Investment Landscape

This report focuses on five main ways in which investment opportunities may arise. We believe that some of these opportunities will come from preexisting trends that COVID-19 has accelerated; still otheres to come from new trends. Read More


The New Landscape
Investing in post-pandemic markets

COVID-19 has upended our daily lives, while the response to the pandemic has reshaped global markets and the economy. The pandemic accelerated certain market trends that were already underway prior to the outbreak while sparking new ones. Read More
Tech Worries

Wells Fargo Investment Institute: Tech Worries?

Investors have been concerned that the recent Tech-led downside in the equity market marks an end to this sector’s outperformance. We continue to rate the Information Technology sector as most favorable and recommend taking advantage of pullbacks to add exposure. Read More
How Are We Going to Pay For All This

First Trust - How Are We Going To Pay For All This?

The largest federal budget deficit since World War II cameback in 2009, as slower growth and increased government spending during the subprime-mortgage financial panic pushed the deficit to 9.8% of GDP. This year’s budget deficit will, quite simply, blow that record out of the water. Read More