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How Much Cash Should I Hold in My Portfolio?
Is there a benefit to holding cash in your portfolio? Learn more about types of cash assets, how much cash you may need, and the role it can play in your investments.
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Ask the Institute
The Wells Fargo Investment Institute series of “Ask the Institute” reports addresses questions investors are asking.
How Do I Determine My Risk Tolerance?
Understanding risk tolerance is an important early step to investment planning. But consider this: It’s not how much risk you’re willing to take. It’s how much risk you can afford to take.
How Do Investors Generate Income in Retirement?
Do you know how much income you’ll need in retirement, or how you may need to generate that income? Here’s what to know.
How Can Investors Utilize Tax Losses?
If you have any investments that have lost value since you bought them, consider selling so you may be able to utilize tax-loss harvesting.
Wells Fargo Investment Institute answers questions on more topics that matter most to investors.
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.
The information contained herein constitutes general information and is not directed to, designed for, or individually tailored to, any particular investor or potential investor. This report 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 this report 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.
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.
© 2019 Wells Fargo Investment Institute. All rights reserved.
