Selling an investment that has increased in value since you bought it so you can donate the proceeds to charity may not be the best strategy. Find out why in our 2024 Tax Planning Guide. https://lnkd.in/eZ2Z8siE
About us
With financial advisors serving our clients in all 50 states, Wells Fargo Advisors is headquartered in St. Louis. At the end of the day, we help our clients succeed financially. For us – our Financial Advisors and thousands of other team members – it's a commitment. It's about honoring our relationship with clients and being fully invested in their success. Investors’ needs are more complex now than at any time in history. There are the usual concerns that investors can plan for, but there are also those events when life happens. That’s why investors are increasingly looking for advice they can trust from a financial services firm which has experience and expertise, and an uncompromising dedication to its clients. Opinions and comments expressed by LinkedIn Members are those of the persons submitting them and do not necessarily represent our views. Additional guidelines can be found on wfa.com/social. Investment and Insurance Products are: * Not Insured by the FDIC or Any Federal Government Agency * Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate * Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested Wells Fargo recognizes and values the diversity of its employees, customers and business partners. EOE, M/F/D/V. Wells 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 non-bank affiliates of Wells Fargo & Company. © 2021 Wells Fargo Clearing Services, LLC. All rights reserved. PM-05152025-6068127.1.2 Wells Fargo Investment Institute, Inc. (WFII) is a registered investment adviser and wholly-owned subsidiary of Wells Fargo Bank, N.A., a bank affiliate of Wells Fargo & Company.
- Website
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http://www.wellsfargoadvisors.com
External link for Wells Fargo Advisors
- Industry
- Financial Services
- Company size
- 10,001+ employees
- Headquarters
- St. Louis, Missouri
- Type
- Public Company
- Specialties
- Advice and Planning, Investments, Banking*, Retirement, Estate Planning Services, Credit and Lending*, and *through affiliates
Locations
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Primary
1 North Jefferson Ave.
St. Louis, Missouri 63103, US
Employees at Wells Fargo Advisors
Updates
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Scott Wren explains why he believes that there will still likely be downside opportunities created in equities as continued readings well above the Federal Reserve’s longer-term 2% inflation target will likely keep interest rates higher for longer. https://lnkd.in/gmYi-fGu
S&P 500 optimism
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Managing your income may be simple while you’re working, but what about in retirement? These guidelines could help you maintain a steady flow of income after the paychecks stop. https://lnkd.in/eSUkf3hb
Retirement income planning: 5 actions to consider
https://lifescapes.wellsfargoadvisors.com
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It’s always a good time for tax planning — whether Tax Day is down the road or in the rearview mirror. Use our tax planning guide to help find opportunities to manage your tax bill. https://lnkd.in/eiKGaikY
2024 Tax Planning Guide
sites.wf.com
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Over the course of the past 18 to 24 months, the U.S. economy has performed better that we had expected. Scott Wren breaks down how the low rate of unemployment has remained intact, and consumer spending has helped lift economic growth. https://lnkd.in/g868jNZT
Market Commentary: Better than expected
wellsfargoadvisors.com
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From fake identities to impersonating family members, fraudsters are using AI to create elaborate scams that are harder to spot. Learn about some of their common practices and how to avoid them. https://lnkd.in/eGwi5RPf
What to know about AI scams and how to help protect your assets
https://lifescapes.wellsfargoadvisors.com
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Most commodities are seeing some degree of shortage relative to demand. Scott Wren breaks down how this plays into Wells Fargo Investment Institute’s big-picture theme of a commodity bull super-cycle, which is a period of sustained commodity price increases caused by chronically short supply. https://lnkd.in/g4VZwQVx
Moving higher
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In Dallas, advisors from the Northeast and Western divisions united for our first Growth Summit of the year. During the event, they received insights directly from our leaders, and our leaders had the opportunity to hear the priorities of our advisors. This open dialogue serves as a key element in refining our strategy and fostering growth, both within our firm and for our advisors’ businesses.
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If a big purchase has been part of your investment plan, give yourself permission to take the plunge and enjoy it while you can. Here’s what to consider.
Should you cash out an investment to make a dream purchase?
https://lifescapes.wellsfargoadvisors.com
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Wells Fargo Advisors reposted this
We're No. 3 on the 2024 LinkedIn Top Companies List in the U.S.! Thanks to our amazing employees who are #LivingTheWellLife with us every day. #LinkedInTopCompanies