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Bringing Confidence to Your Investment Planning

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2025 Outlook: Charting the economy's next chapter

Wells Fargo Investment Institute’s 2025 outlook for the economy, equities, fixed income, real assets, and alternative investments.

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News and Insights

Bring Strategy to the Way You Borrow

You follow a strategic investment plan to help you achieve your financial goals, but what about your borrowing needs? Wells Fargo Advisors can help you explore borrowing solutions too.

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High Yield Meets Easy Access

Brokered Liquid Deposit is now available with a minimum opening deposit of $100,000. If you’re looking to make your excess cash work harder, this could be an option for you.

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Be in the know on the go with LifeSync® in the Wells Fargo Mobile® app

Keep your goals in sight by keeping them on track. LifeSync connects you to the resources, tools, and people you need to help you make better financial decisions.

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Need to Finance a New Home?

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

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What Is Whole Life Insurance?

Some of the pros and cons of whole life insurance

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What Is Universal Life insurance?

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Effects of Inflation

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

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Estate Planning

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

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Asset Allocation

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

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Alternative Investment Strategies

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

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Maximizing Your Insurance Benefits

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

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