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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2018 Outlook

Looking ahead into 2018, we see a mature U.S. recovery and improved global economies. This is a time when optimism can drive prices ahead of fundamentals

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Asia Drives for Stability

Today, China, Japan, and South Korea are three dynamic economies, each seeking stable growth. All three are grappling with aging demographics and the potential threat

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Cash Management Basics

As with virtually all financial matters, the easiest way to be successful with a cash management program is to develop a systematic and disciplined approach

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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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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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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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Retirement Plan Distributions

When it comes to receiving the fruits of your labor — the money accumulated in your employer-sponsored retirement plan — you are faced with a few broad

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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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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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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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