SII: Alignment for Successful Long-Term Investing (Audio)
A discussion about the growing trend toward responsible investing and how this approach can help investors meet their financial goals.
Wealth Management Insights
Leveraging a Spousal Lifetime Access Trust
A Spousal Lifetime Access Trust (SLAT) may offer the opportunity to maximize growth and tax-advantaged wealth transfer.
2018 Midyear Outlook: Late Cycle Doesn’t Mean End of Cycle
Wells Fargo Investment Institute gives its views on investing in a late-cycle expansion.
Wells Fargo Wealth Management provides financial products and services through Wells Fargo Bank, N.A. and their various affiliates and subsidiaries. The information and opinions in these reports were prepared by the Investment Management arm of Wells Fargo Private Bank, a part of Wells Fargo Wealth Management and a division of Wells Fargo Bank, N.A.
Investments discussed in these reports may not be insured by the Federal Deposit Insurance Corporation and may be unsuitable for some investors depending on their specific investment objectives and financial position. These reports are not an offer to buy or sell, or a solicitation of an offer to buy or sell the securities or strategies mentioned.
Wells Fargo & Company and its affiliates do not provide tax or legal advice. Wells Fargo Advisors is not a tax or legal advisor. 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 situation at the time your taxes are prepared.
Investment and Insurance Products:
- Are Not insured by the FDIC or any other federal government agency
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- May Lose Value
