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2024 Outlook: A pivotal year for the economy and markets

Wells Fargo Investment Institute’s 2024 outlook for the economy, equities, fixed income, real assets, and alternative investments.

News and Insights

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Wells Fargo About Money Podcast

Listen to Wells Fargo About Money featuring Michael Liersch. In season one, hear about the tough conversations that people may need to have about money.

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Wells Fargo Advisors Portfolio Perspectives

Portfolio Perspectives

Explore the intersection between timely topics and potential effects to your investments in Portfolio Perspectives reports...

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COVID-19 - Bringing financial relief to a global crisis

Bringing Financial Relief to a Global Crisis

The fallout of the COVID-19 pandemic is being felt around the world. Wells Fargo is working hard to support its customers, employees, and communities...

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Wells Fargo Advisors Global Perspectives

Global Perspectives

A weekly analysis of timely economic strategy issues from Wells Fargo Investment Institute...

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Wells Fargo Advisors Investment Strategy

Investment Strategy

Weekly market insights and possible impacts on investors from the Wells Fargo Investment Institute Global Investment Strategy team...

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Looking Ahead

Looking Ahead

Looking for a fast way to stay up to date? How the markets performed over the last week and what may happen next week all...

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Stock Market News

Stock Market News

Our market analysts keep you updated on the latest market trends including stock market data, news, market activity, and economic reports in the daily stock...

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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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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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Investment Risks

Taken by itself, the word "risk" sounds negative. But broken down into what it really stands for in terms of investing, it begins to be

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Social Security Income

Estimating your future Social Security benefits used to be a difficult task, but not any longer. For an estimate of your projected benefits, go to

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Tax Deferral

“Tax deferral” is a method of postponing the payment of income tax on currently earned investment income until the investor withdraws funds from the account

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Why Purchase Life Insurance

We’ve all heard about the importance of having life insurance, but is it really necessary? Usually, the answer is “yes,” but it depends on your

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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?

Could My Family Benefit from a Family Limited Partnership?

Effective estate planning should address wealth transfer from a practical and cost-effective approach. One estate planning strategy that families with closely held businesses should consider is the family limited partnership.

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Gifting Strategies

What Gifting Strategies Are Available to Me?

There are a number of different gifting strategies available for planned giving. Each has its advantages and disadvantages.

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Consider these tax-smart moves

Learn about tax-smart strategies to consider before year-end to make the most out of your money

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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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Bring Strategy to your Borrowing

You think of Wells Fargo Advisors for strategic investment planning. Find out how we can help make your borrowing more strategic, too.

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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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Wells Fargo Investment Institute State of the Markets

State of the Markets

A look at what’s happening now and what may be ahead from Darrell Cronk, President of Wells Fargo Investment Institute...

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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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