Education & Insights

Links to informative planning resources

**NEW** - Wells Fargo Investment Institute Market Commentary - Keep the ship on course

Remember the old investing bromide “sell in May and go away”? It didn’t work at all this year as the S&P 500 Index advanced 10% between May 1 and October 31. Anyone who exited or partially exited the stock market based on this seasonal tendency probably left some money on the table. So it sometimes can go when one tries to invest using historical calendar-based trading or trend-following methodologies. Some investors are no doubt excited that we are now at the start of what history shows can be a good stretch in equity performance that runs from November through April. But then again, past performance is no guarantee of future performance.  Read More

Wells Fargo Investment Institute Market Commentary - Stocked Shelves?

Consumers are flush with cash and their balance sheets are looking good. Supply chain disruptions will likely impact this year's holiday shopping season. We believe consumer demand should be strong while product on the shelves is potentially in short supply. Read More

Wells Fargo Investment Institute - Cryptocurrency Q&A - The basics

Cryptocurrencies originated as a new kind of currency in 2009. They are not physically minted or printed, like a dime or a $20 bill. Cryptocurrencies are digital, which means that they only exist electronically. Using them as a currency requires a digital device such as a smart phone, tablet, or computer. Read More

The changing tax landscape: How tax proposals may impact you

Carefully consider the planning implications of any potential tax changes. Any action should align with your long-term goals and objectives, and not be motivated solely by short-term tax concerns. Read More

Outlook 2021 - Wells Fargo Investment Institute - Forging a Path Forward

We anticipate uneven global growth in 2021, but strengthening over the course of the year if and when coronavirus vaccines are distributed. We expect China and the U.S. to remain on the leading edge of the global recovery throughout the year. We view global inflation’s projected rise through the end of next year more as catch-up from 2020’s pandemic-depressed rate than a fundamental change in the low-inflation environment of recent decades. Read More

2020 Year End Planning Guide - Bring Planning Back into focus after such an unusual year

No one could have predicted the unusual events that would unfold in 2020. For many, these events have caused us to lose focus on planning opportunities. Now is the time to regain that focus. The deadline for implementing most investment-related strategies that could reduce your 2020 tax bill is December 31, 2020. Read More

Four Steps of Successful Investing

Uncertainty is always part of investing. One key to success is how you deal with it. We recomment four steps for investors to prepare for what could be ahead. Read More

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.