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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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Tips for your retirement income plan in a down market
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  • Articles
  • Your Assets
A client and advisor talk across a conference table.

When interest rates go up, recheck your credit and cash strategy
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  • Articles
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A couple reviews charts with their advisor

How to get more from your relationship with your financial advisor
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6 investment habits worth considering
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How much cash should I have on hand now?
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  • Your Assets
a couple walks on the beach holding hands

Closing the retirement savings gap
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When should I take profits on my investments?
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  • Your Assets
Financial page of newspaper titled Interest Rates

Portfolio steps to consider in an inflationary environment
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a woman is seated at her computer

Tax strategies to review before year end
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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.

The Private Bank offers products and services through Wells Fargo Bank, N.A., Member FDIC, 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. Some of The Private Bank experiences may be available to clients of Wells Fargo Advisors without a relationship with Wells Fargo Bank, N.A.

Wells Fargo & Company and its affiliates do not provide tax or legal advice. This communication cannot be relied upon to avoid tax penalties. Please consult your tax and legal 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 taxes are filed.

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