How Can Asset-Location Choices Affect Performance?
Asset location seeks to enhance a portfolio’s after-tax returns by placing assets in tax-efficient vehicles.
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Ask the Institute
The Wells Fargo Investment Institute series of “Ask the Institute” reports addresses questions investors are asking.
How Can Credit Work as Part of an Investment Strategy?
When developing a plan to meet long-term financial goals, it can be helpful to consider how you want to invest your assets—and how you may use liabilities.
Using Losses to Reduce Taxes
Employing “tax loss harvesting” – selling investments that have decreased in value since you purchased them – may reduce the amount you pay the IRS.
What is Retirement Income Planning?
Retirement income planning can help you better prepare for the years, or even decades, after you stop working.
What is a Concentrated Position?
Understanding different aspects of concentrated positions can help you better manage your portfolio.
Ask the Institute Looks at Social Impact Investing
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?
What Risks Can Investors Expect in a Rising-Rate Environment?
Gradual interest-rate increases are in the economic forecast. Our latest Ask the Institute report provides useful information for investors.
How Can Statistics Help Explain My Portfolio Performance?
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.
How Much Cash Should I Hold In My Portfolio?
Cash alternatives (“cash”) fill several needs for investors, although they should not be viewed as a primary, long-term investment.
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.
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