Wealth Management Insights

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Which way to the recovery?

Get Wells Fargo Investment Institute’s forecasts for 2022 in its new Outlook report.

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Do your investments reflect your values?

Find answers in Wells Fargo Investment Institute’s Vision Investing report.

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US Capitol dome

House advances the Build Back Better Act

Highlights and potential impacts of the Build Back Better (BBB) Act that recently passed the House of Representatives.

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Building on corner

Managing real estate capital gains with like-kind exchanges

Tax gains may be deferred on real estate investments by following certain procedures.

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Selling your business: Investment banker vs. business broker

Learn about the value that an investment banker or business broker can add to your business sale transaction.

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What drives company value?

Whether you plan to sell in the next 12 months or 12 years, these value-driving steps can have a dramatic impact on the value of your business.

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Family hiking

3 wealth transfer strategies in a low interest rate environment

Opportunities to transfer wealth using IRS rate-linked strategies.

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Skyscrapers

Qualified Opportunity Zones: What investors should know

The Qualified Opportunity Zone program may provide a tax incentive for private, long-term investment in economically distressed communities.

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Before your child turns 18: Five documents you need

The importance of planning in order to avoid various pitfalls as children reach the “age of majority”.

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Wells Fargo Investment Institute

Wells Fargo Investment Institute

Education, guidance, and insights to inform investment decisions.

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