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Investments

Your Assets

Crafting tax-efficient investment strategies can be tricky. Browse the content below for tips and commentary from our strategists.

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Hilly landscape following a storm.

After the storm: Preparing for an altered investing landscape
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Shaping tomorrow virtual event series
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State of the Markets Monthly Roundtable Call
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Four retirement income strategies for longer lives
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A man and a woman with their arms around each other walk on the beach.

Deferred compensation for retirement: Pros and cons
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Taxes and your investment returns
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6 investment habits worth considering
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A woman speaks to an investment professional via her laptop.

Counting down: What to consider as LIBOR sunsets
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A winding path through the woods.

Investment opportunities: Six trends to follow in 2021
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A man and a woman review paperwork.

Fixed-income investments: 5 ideas to consider now
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A man looks out a window.

Is Market Volatility Testing Your Risk Tolerance?
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5 Potential Benefits of Diversification
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Woman looks at the beach

Personalizing Your Investment Portfolio
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An illustration showing a person pointing at a collage of financial charts.

How Much Cash Should I Have on Hand Now?
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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

This information is provided for educational and illustrative purposes only.

Wells Fargo Private Bank provides products and services through Wells Fargo Bank, N.A., and its various affiliates and subsidiaries. Wells Fargo Bank, N.A., is a bank affiliate of Wells Fargo & Company.

Deposit products are offered by Wells Fargo Bank, N.A. Member FDIC.

Brokerage services are offered through Wells Fargo Advisors. 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.

Wells Fargo Bank, N.A. offers various advisory and fiduciary products and services including discretionary portfolio management. Wells Fargo affiliates, including Financial Advisors of Wells Fargo Advisors, a separate non-bank affiliate, may be paid an ongoing or one-time referral fee in relation to clients referred to the bank. The bank is responsible for the day-to-day management of the account and for providing investment advice, investment management services and wealth management services to clients. The role of the Financial Advisor with respect to the Bank products and services is limited to referral and relationship management services.

Wells Fargo & Company and its affiliates do not provide legal or tax advice. Please consult your legal and/or tax advisors to determine how this information may apply to your own situation. Whether any planned tax result is realized by you depends on the specific facts of your own situation at the time your tax return is filed.

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