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2023 Outlook: Recession, Recovery, and Rebound

Wells Fargo Investment Institute shares potential investment opportunities and risks for 2023.

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Planning opportunities in an uncertain economy

Unsure how to navigate a rising-interest rate economy? Here are planning opportunities you can consider implementing today.

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Five documents you need when your child turns 18

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

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Managing real estate capital gains with  like-kind exchanges (Section 1031)

Capital gains taxes may be deferred with proper planning and the use of like-kind exchanges.

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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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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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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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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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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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