Wealth Management Insights

2022 Midyear Outlook: Faster, Further, and Fragile

Wells Fargo Investment Institute offers potential investment opportunities and risks for the second half of 2022.

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How to groom your business for sale

If you are considering selling your business, properly preparing it for sale can help streamline the process by eliminating some of the unnecessary delays and expenses.

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Family business transition: Seven things you need to know

There are seven considerations owners should address when preparing to transition their business to family members.

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Which business transition option is right for you? 

Each transition option has its pros and cons. Understanding each option and how it aligns with your goals is key in determining which transition option to pursue.

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3 ways to benefit from today’s interest rates

Opportunities to transfer wealth using IRS rate-linked strategies.

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Transfer on Death Designations

Potential advantages and disadvantages of transfer on death and payable on death designations and pitfalls to consider.

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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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Leveraging a Spousal Lifetime Access Trust 

Understanding the key features of SLATs can help you to determine whether taking advantage of this technique could reduce your potential estate tax burden in the future and ultimately pass more wealth to your heirs.  

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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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Wells Fargo Investment Institute

Wells Fargo Investment Institute

Education, guidance, and insights to inform investment decisions.

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