Resources

The strengths of women investors

What you need to know about new retirement savings and distribution rules

Helping achieve your charitable and estate-planning goals

A guide to identifying and avoiding elder financial abuse

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

Investment opportunities in artificial intelligence and genomics.

Navigating inflation and regulatory changes.

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.

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

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

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.

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.

October 4, 2021

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.