Wealth Management Insights

Investing in transformative technologies

Advances in artificial intelligence and genomics are creating potential investment opportunities.

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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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The importance of buy-sell agreements for business owners

The buy-sell agreement provisions can address a variety of contingencies to help ensure smooth transitions of ownership and continuity of operations.

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Inflation Reduction Act: What you need to know

The Act includes tax changes such as tax increases for large corporations, incentives to address climate change, clean energy, and provisions to promote health care affordability.

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Why every business owner needs a contingency plan

Having a contingency plan for your business can help address emergency situations if something unexpected occurs.

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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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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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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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Do your investments reflect your values?

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

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Wells Fargo Investment Institute

Wells Fargo Investment Institute

Education, guidance, and insights to inform investment decisions.

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