As we have information to share regarding our team and the markets, in addition to news and updates from Wells Fargo Advisors and the Investment Institute, we will gather those materials here for you to review.

Your Holistic Financial Picture in One Place

Sometimes a picture is worth a thousand words. The same could be said for seeing your complete financial picture. With Wells Fargo Account Aggregator, you're able to see both your Wells Fargo and non-Wells Fargo accounts on one easy-to-use platform.

Using this secure, clean, and easy-to-navigate site you can:

 Connect your assets, liabilities, and more in one location

 View your total portfolio and net worth

 Review daily updated account balances

Visit the link below to learn more about this useful feature included with your online access.

How to use Account Aggregator 

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.

In this year-end guide, you will find a number of valuable tips that may be appropriate for your situation and that you may be able to implement before the year ends.

Since state laws may vary from federal tax laws, be sure to discuss these points with your tax and legal advisors for state tax impacts.

                                                     2021 Year-End Planning Guide  

Whether your children or grandchildren are toddlers or teenagers, it’s only a matter of a time before they leave the family home, probably as they head off to college. The cost of sending just one child to college for four years can be staggering, and tuition and fee hikes regularly outpace inflation. Rather than sending your children or grandchildren into the world with the burden of student-loan debt, you can save to help cover at least a portion, if not all, of their higher-education expenses.

Fortunately, those who intend to cover or contribute to their children’s education costs have more choices today than they’ve ever had. If you’ve not yet looked into an education savings plan, we can help you choose among a variety of savings vehicles, including 529 plans, Education Savings Accounts (ESAs), and custodial accounts.

                                     Please click on the link below to read the full article of options.

                                                                       Saving for College 

Ohio Valley Voices (OVV) is an early intervention program located in Southwest Ohio that teaches children with hearing loss to listen and speak through the use of hearing aids and cochlear implants. By offering a data-driven curriculum in a nurturing, language-enriched setting, their team of specialists give children the tools they need to talk and reach their full potential.

A 501(c)(3) nonprofit founded according to the Moog oral education philosophy, Ohio Valley Voices is one of the best early intervention programs of its kind in the country. They serve children who are deaf or hard of hearing from birth to eight years old. Their campus draws families from throughout the Cincinnati and Dayton region, across the United States, and around the world.

Each year OVV host the LOVVE Fashion Show fundraiser which helps guarantee that the children of Ohio Valley Voices have the resources they need to grow into competent and confident communicators. We are honored to support OVV and this year’s fashion show which holds a special place in the personal lives of Martin and his family. 

“Our family has felt the urge to give back to OVV, which performs miracles on a daily basis. These miracles change children’s entire lives. My children, Cecilia, Philip, and Juliana are living proof of that fact.” – Martin Wilhelmy.

Please click on the link below for the Wilhelmy’s personal family journey and the immeasurable value received by OVV.

Ohio Valley Voices - Spotlights The Wilhelmy Family 

Understanding Cryptocurrency

Cryptocurrencies are part of a new technology platform that we anticipate could launch the next digital era. Investors should not casually dismiss what cryptocurrencies (crypto) represent and what the technology can also do as a new way of transacting business.

This special report, Cryptocurrency Q&A – the Basics, reviews the most common, basic questions the Wells Fargo Investment Institute has received on cryptocurrencies.

Please click on the link below to view the entire report.

Cryptocurrency Q&A - The Basics  

Helping You Plan When to Start Social Security 




There are a lot of options for how and when to take Social Security benefits and understanding all your options can be complicated. The decision you make could be worth thousands of dollars over time.

That’s why we are offering the “Guide to Starting Social Security” report link below. This guide will walk you through answers to three critical questions that will help you better understand which Social Security claiming strategy is right for you.

Guide to Starting Social Security