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If you find yourself short on cash, you might be tempted to cash in on some of your investments. But before you make that decision, it can be helpful to weigh the pros and cons that come with liquidating each type of investment.
Financial Advisors are like tour guides. They can help pinpoint where you want to go, and help you get from point A to point B. Whether your destination is retirement, a college education, or your dream home, they can give you information, point out important milestones and landmarks, and help you decide what to do next. Here are a few tips for finding the Financial Advisor for you.
How and where you invest your hard-earned money is an important decision. However, fully understanding your investments can require a crash course in terminology. Here are definitions of a few key terms that can help you make more informed decisions throughout the investment process.
This information is provided for educational and illustrative purposes only and is not a solicitation or an offer to buy any security or instrument or to participate in any trading strategy. Investing involves risk, including the possible loss of principal. Since each investor's situation is unique, you should review your specific investment objectives, risk tolerance and liquidity needs with your financial professional to help determine an appropriate investment strategy.
Wells Fargo and Company and its Affiliates do not provide tax or legal advice. This communication cannot be relied upon to avoid tax penalties. Please consult your tax and legal advisors to determine how this information may apply to your own situation. Whether any planned tax result is realized by you depends on the specific facts of your own situation at the time your tax return is filed.
Asset allocation and diversification are investment methods used to help manage risk. They do not guarantee investment returns or eliminate risk of loss including in a declining market.
Past performance is not a guarantee of future results.
Investment products and services are offered through Wells Fargo Advisors. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC (WFCS) and Wells Fargo Advisors Financial Network, LLC, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company.
WellsTrade® and Intuitive Investor® accounts are offered through WFCS.
Wells Fargo Private Bank (The Private Bank) offers products and services through Wells Fargo Bank, N.A., Member FDIC, and its various affiliates and subsidiaries. Wells Fargo Bank, N.A. is a bank affiliate of Wells Fargo & Company.
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