2018 Midyear Outlook

News and Insights

Policies of Change

Each year, many governments across the globe enact new fiscal, monetary, regulatory, and trade policies that may affect the financial markets. While any one policy

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Seeing Wealth Differently Across Generations

For most investors, spending and investing patterns change as they age, acquire liabilities, and accumulate wealth. It is important that investors understand the forces that

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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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Living Trusts

Living trusts enable you to control the distribution of your estate, and certain trusts may enable you to reduce or avoid many of the taxes

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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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Tax Strategies for Retirement Plans

If you receive a distribution from a qualified retirement plan such as a 401(k), you need to consider whether to pay taxes now or to

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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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Balancing Risk and Reward

Wells Fargo Investment Institute (WFII) believes that investors seem increasingly willing to trade higher levels of risk for potential return. Yet it is important to

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Investing Late in a Bull Market

Investing Late in a Bull Market

The current stock market rally is one of the longest on record, leading to concerns that it may soon end. In Investing Late in a

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