Five important estate planning documents
Your estate planning documents need to be coordinated with your beneiciary designations (primary and contingent) and asset titling. You may also have estate tax issues to deal with. You should review your estate planning documents periodically to ensure they remain up-to-date with any signiicant changes (births, deaths, divorces, state
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2018 Second Quarter Review - Wells Fargo Advisors
saf.wellsfargoadvisors.comDSIP List Strategy Quarterly Review July 2018 . Page 2 of 9 . Continued global economic recovery, the financial benefits of corporate tax reform, above average
Wells Fargo Advisors Facts at a Glance
saf.wellsfargoadvisors.comWells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC and Wells Fargo Advisors Financial Network, LLC, Members SIPC, separate registered broker/dealers and nonbank affiliates of Wells Fargo & Company.
Key takeaways What it may mean for investors We …
saf.wellsfargoadvisors.comSources: Wells Fargo Investment Institute, FactSet, as of October 3, 2018. * Represents an industry added to the CS sector from outside of Telecommunication Services. Broadly speaking, the new CS sector has relatively high-beta companies that
Guide to buying annuities - Wells Fargo Advisors
saf.wellsfargoadvisors.comGuide to buying annuities at Wells Fargo Advisors 2 Summary of the key points contained in this disclosure document Before you purchase your annuity contract, make sure that you read and understand this guide.
A guide to investing in mutual funds - Wells Fargo Advisors
saf.wellsfargoadvisors.comBefore investing in any mutual fund, you should read about these risks, which are explained in detail in each mutual fund’s prospectus, and discuss your investment …
2018 Midyear Outlook - Wells Fargo Advisors
saf.wellsfargoadvisors.comGlobal economic growth remains solid, but some of the positives from the U.S. economic expansion’s early years now seem irretrievably lost. During most ... 2018 Midyear Outlook Global economy Economic growth continues Peter Donisanu Investment Strategy Analyst. Craig Holke Investment Strategy Analyst. Peter Wilson.
Daily Market Update - Wells Fargo Advisors
saf.wellsfargoadvisors.comDaily Market Update | December 27, 2021 Economic and Market Commentary Global Economic News U.S. ... Bloomberg US High Yield 2456 0.5 5.0 5.6 Bloomberg Municipal Bond 1358 0.0 1.5 1.6 Bloomberg Municipal Bond High Yield 454 0.0 7.7 Natural Gas (btu)8.0 JP Morgan GBI Global Ex US 491 -0.9 -9.4 -8.9 ...
2021 Annual and Operational Fees - Wells Fargo Advisors
saf.wellsfargoadvisors.coma Portfolio by Wells Fargo program qualifying balance of $500,000 or more as of June 30, 2021 will also qualify for an annual fee waiver. Refer to the Wells Fargo Bank Consumer Account Fee and Information Schedule for further information about the Portfolio by Wells Fargo program and applicable bank fees.
Asset Allocation Strategy Report - Wells Fargo Advisors
saf.wellsfargoadvisors.comDec 21, 2021 · Fixed income. 5 Equities. 8. Real assets. 11 Alternative investments. moving to the upper end of a 92–99 range in 2022. Additional dollar support should come . 13 Currency guidance. post-COVID-19 monetary policy. 15 Tactical guidance., 16 Capital market assumptions 18 Strategic asset allocation, 19
Institute Alert Report - Wells Fargo Advisors
saf.wellsfargoadvisors.comSource: Wells Fargo Investment Institute, December 20, 2021. CPI = Consumer Price Index. 1. Year-over-year percent change. Raising our 2022 U.S. inflation target A major theme of our Outlook report is that today’s imbalances between supply and demand for manufactured goods will elongate the recovery.1 Put
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