Client Center

Timely, Topical Planning Information

**NEW** 2024 Tax Planning Guide. Read More

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

Four steps to successful investing. Read More

Tax law changes: What happens in 2024 and beyond? Read More

Staying focused on what’s important in the new year – steps to take to help prepare for the year ahead. Read More

Wells Fargo Investment Institute 2024 Outlook – A pivotal year for the economy and markets. Read More

Social Security and your Retirement. Read More

Wells Fargo Investment Institute - The ascent of generative AI - What investors should know. 

Artificial Intelligence, and more specifically, CHATGPT has been a hot topic this year.  It has dominated headlines in a number of ways to include the ethics, dangers and of course the investment opportunity associated with AI.  The potential disruptions caused by generative AI could impact multiple industries long term given its focus on productivity, efficiency and cost reduction.

The attached Special Report discusses the generative AI Landscape with topics ranging from our Macroeconomic perspective to specific investment ideas. Read More

Doubting the dollar’s dominance? Don’t.

June 28, 2023: Investors have been hearing about the potential for the dollar’s demise for a long time. However, we do not see another currency with the liquidity and widespread acceptance to knock the dollar off its reserve status perch. To read full Market Commentary, click here.

Getting paid to wait
June 1, 2023: Currently, the purchase of short-term Treasury bills in the three-to-12-month maturity range offers yields in excess of 5%. Our theme is “getting paid to wait”. That largely translates into taking advantage of high short-term rates to temporarily invest in fixed income while waiting for eventual reinvestment into equity markets. Read full market commentary

AAA 2023 CTA Email Us.jpg