From Our Desk

We believe the information we've gathered below is of the utmost importance to our clients as they stay up-to-date with the ever-changing markets.



**NEW** Wells Fargo Investment Institute: Outlook 2025 – Charting the economy’s next chapter. Read More



Tax benefits of charitable gifting. Read More



Four Basic Estate Planning Documents. Read More



2024 Year End Tax Planning Guide. Read More



Ten things you can do to avoid scams and fraud. Read More

Wells Fargo Investment Institute

Top News and Commentary 

Stay informed with our strategists’ latest commentary and insights on current market and economic conditions.

Investor Guidance 

Empower yourself to make better investment decisions with financial knowledge and resources from the Wells Fargo Investment Institute.

Ask the Institute 

The Wells Fargo Investment Institute series of “Ask the Institute” reports addresses questions investors are asking.

Wells Fargo Investment Institute, Inc. is a registered investment adviser and wholly-owned subsidiary of Wells Fargo Bank, N.A., a bank affiliate of Wells Fargo & Company.

First Trust

Market Commentary and Analysis 

View weekly, monthly, and quarterly commentary and analysis of the Market by Bob Carey, Chief Market Strategist.

Economic Research and Advisory 

View economic analysis data and commentary by Brian Wesbury, Chief Economist.

Investment Insights Commentary 

Insights and analysis from our portfolio managers and market strategists to help you navigate the ever-changing financial markets.

Because the content of newsgroups and websites changes constantly, it is impossible for us to review it all. Our firm cannot be responsible for the content of any of the above links.

Get in Touch

Don't hesitate to reach out to us today with questions or to request additional information from one of our team members.

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, CT, DE, FL, GA, IL, IN, KS, KY, MA, MD, MI, MO, MS, NC, NJ, NM, NV, NY, OH, OK, PA, RI, SC, TX, VA, WI). Securities-related services may not be provided to individuals residing in any state not listed above.

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. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

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.

© 2022 Wells Fargo Clearing Services, LLC. All rights reserved.

FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals

FINRA’s BrokerCheck Obtain more information about our firm and its financial professionalsX