FINRA's BrokerCheck - Obtain more information about our firm and its financial professionals

Resource Center

Our resource center helps keep you updated on what's going on in the market and provides access to other educational information and tools.

Elder Protection Guide thumbnail

Protecting those you love

A guide to identifying and avoiding elder financial abuse

2022 Tax Planning thumbnail

2022 Year-End Tax Planning Guide

2022 deadlines are approaching for many tax strategies and for making contributions to tax-advantaged accounts such as IRAs and 401k retirement accounts.

Transformative Technologies thumbnail

Transformative Technologies

Investment opportunities in artificial intelligence and genomics.

Policy, Politics and Portfolios thumbnail

Policy, Politics & Portfolios

Navigating inflation and regulatory changes.

Ukraine sanctions thumbnail

An escalation of sanctions and the conflict

The fluid military situation and the new measures against Russia imply that the path for energy prices should remain the key for the economic and market outlook in the coming days and weeks.

Resources article thumbnail

2022 Outlook for Business Owners

The beginning of a new year is a great time to review and reflect on your goals for the business.

Resources article thumbnail

2022 Tax Planning Tables

Capital gains, income tax rates, investment contribution limits, and more for 2022.

Resources article thumbnail

2022 Equity Sector Outlook: Back to Basics

We believe the key factors in 2022 are earnings growth and the rate of change in both interest rates and inflation. These are generally the building blocks for equity valuation, hence our "Back to Basics" title. We believe earnings per share should be solid in 2022 with the Wells Fargo Investment Institute projecting nearly 10% year-over-year growth for the S&P 500.

Resources article thumbnail

The Future of Globalization

We believe that crosscurrents in technological, economic, and political forces likely will change the contours of globalization but not end it. However, the familiar pattern of extended supply chains fragmented across multiple low-wage production centers appears to be evolving towards more concentrated, high-tech, and regional trade.

Resources article thumbnail
Resources article thumbnail

Evergrande 101: Take a breath

What can we overreact to today? Guess we know the answer to that one. We entered the weekend with investors looking ahead to this week's Fed meeting and policy decision on Wednesday, plus a full slate of other central bank meetings. On Monday, markets called an audible and all we're talking about now is Evergrande.

Wells Fargo Advisors Financial Network did not assist in the preparation of this report, and its accuracy and completeness are not guaranteed. The opinions expressed in this report are those of the author(s) and are not necessarily those of Wells Fargo Advisors Financial Network or its affiliates. The material has been prepared or is distributed solely for information purposes and is not a solicitation or an offer to buy any security or instrument or to participate in any trading strategy.

Stock chart

Ready to put a plan in place for the future?

Contact Us