Recent years brought a surge in new business start-ups. Before getting in on the entrepreneurial trend, here’s what you should know. https://lnkd.in/eG87gZ5U
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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Strategists often speak about spreads widening or narrowing, and it is important to understand these concepts when investing in fixed income. Scott Wren encourages investors to understand how spreads might typically move at any given point in the economic cycle. https://lnkd.in/eusG7-8x
Market Commentary: Spread basics
wellsfargoadvisors.com
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Whether you’re investing in your child’s future or your own career goals, #529Day is a great reminder it’s never too early (or too late) to use education savings to your advantage. https://lnkd.in/ew9rT9gK
Back to school: Education funding at every life stage
https://lifescapes.wellsfargoadvisors.com
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Higher interest rates may pose challenges for borrowers, but they also present opportunities for those with cash on hand. Explore ways to take advantage of the current rate environment. https://lnkd.in/eB84N87d
How to get more from higher interest rates
https://lifescapes.wellsfargoadvisors.com
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Federal Reserve data shows that 80% of American households have less cash available to spend now versus 2019. Scott Wren explains how the economy and earnings growth are likely to slow in the quarters ahead as many consumers start to hold back or become more choosy in where and how they spend their money. https://lnkd.in/enhBxU6d
Bifurcation, stocks and bonds
wellsfargoadvisors.com
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Using multiple tax-advantaged accounts, like a 401(k) and an IRA, may help you work toward your retirement goals. See our tax planning guide to learn about different account types and the contribution limits. https://lnkd.in/eDp96nZS
2024 Tax Planning Guide
sites.wf.com
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Congratulations to the six Wells Fargo Advisors and Wells Fargo Financial Network, LLC (FiNet) teams who were named to Barron’s 2024 Top 250 Private Wealth Management Teams. In addition, we commend Joseph Montgomery, Managing Director - Investments, for his well-deserved recognition on Barron’s 2024 Top 100 Financial Advisors. - Disclosures: 2024 Barron's Top 250 Private Wealth Management Teams: Awarded May 2024; Data Compiled by Barron's based on the time period from Jan. 2023 - Dec. 2023 (Source: https://lnkd.in/e4x4ueTq). The Barron's Top 250 Private Wealth Management Teams are evaluated on a range of factors for the Financial Advisor and their team, who specialize in serving individuals and families. Factors included in the ratings include their previous year's size and shape, the regulatory records and credentials of their members, and the resources they have at their disposal to serve their client bases. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 2024 Barron's Top 100 Financial Advisors: Awarded May 2024; Data Compiled by Barron's based on the time period from Jan. 2023 - Dec. 2023. The Barron’s Top 100 Financial Advisors ratings are based on the previous year’s assets under management, revenue generated for the advisors’ firms, and the quality of the advisors’ practices. Investment performance isn’t an explicit factor because clients have varied goals and risk tolerances. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
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Our wealth of resources not only empowers our advisors in better serving their clients today, but also realizing a long-term vision for their practices. Listen to Head of Advisor Recruiting, Brendan Krebs, as well as several of our Branch Managers and Market Leaders, to see how our support and approach have helped advisors discover their ideal fit.
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Scott Wren explains why the pace of disinflation has stalled for now, but he does see Consumer Price Index inflation edging lower as we move through late summer and into the fall, allowing for two cuts this year. https://lnkd.in/eX7Yjsf8
Fixed income view and the Fed
wellsfargoadvisors.com
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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
2024 Tax Planning Guide
sites.wf.com