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The investments clients choose should be intended to help achieve their financial goals – affording retirement, paying for higher education, leaving a legacy, for example. But shouldn’t they also reflect their core values, the things they deeply believe in?
When evaluating the performance of a portfolio, there are three sets of statistics that are important to consider: return, risk and how closely a portfolio tracks to an investment plan.
Employing “tax loss harvesting” – selling investments that have decreased in value since you purchased them – may reduce the amount you pay the IRS.
Understanding different aspects of concentrated positions can help you better manage your portfolio.
Including an allocation to fixed-income investments can diversify a portfolio to help manage the overall volatility of returns.
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.
Opinions represent WFII's opinion and are for general informational purposes only and are not intended to predict or guarantee the future performance of any individual security, market sector or the markets generally. WFII does not undertake to advise you of any change in its opinions or the information contained on this website. Wells Fargo & Company affiliates may issue reports or have opinions that are inconsistent with, and reach different conclusions from, this report.
This website is not intended to be a client-specific suitability analysis or recommendation, an offer to participate in any investment, or a recommendation to buy, hold or sell securities. Do not use the information contained in this website as the sole basis for investment decisions. Do not select an asset class or investment product based on performance alone. Consider all relevant information, including your existing portfolio, investment objectives, risk tolerance, liquidity needs and investment time horizon.
Global Investment Strategy is a division of Wells Fargo Investment Institute, Inc. (the "Institute"). The Institute is a registered investment adviser and wholly-owned subsidiary of Wells Fargo & Company and provides investment advice to Wells Fargo Bank, N.A., Wells Fargo Advisors and other Wells Fargo affiliates. Wells Fargo Bank, N.A. is a bank affiliate of Wells Fargo & Company. Wealth and Investment Management (WIM) is a division of Wells Fargo & Company.
