The Kelleher Group of Wells Fargo Advisors

The FOMC kept the federal funds rate unchanged at 5.25% – 5.50%, but announced balance sheet tapering starting in June.

FOMC Meeting: Key Takeaways saf.wellsfargoadvisors.com

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.

2024 Tax Planning Guide sites.wf.com

Stocks and bonds are clearly very sensitive to anticipated levels of inflation and what the Federal Reserve (Fed) might do about it. Scott Wren describes how the yield on the 10-year Treasury note has surged in recent weeks, and the probability of Fed rate cuts keeps edging lower.

Stalled saf.wellsfargoadvisors.com

The consensus now expects better economic growth and inflation staying higher for longer. Scott Wren notes how quickly climbing rates often create headwinds for equities in this week's report.

Yields increase saf.wellsfargoadvisors.com

Happy to support Twin Town Warriors Travel Baseball for their Spring 2024 season! Good luck to all teams, especially the 9U Warriors which Meg’s son, Nick, plays on! What a fantastic organization, and group of volunteers, coaches and parents who dedicate their time and effort all for our kids. Go Warriors! ⚾️

Happy Easter! The market will be closed Friday, March 29, 2024 for Good Friday.

Wells Fargo Investment Institute believes investors should look through election polls and campaign rhetoric to the more fundamental drivers of economic performance in developing portfolio strategy between now and early November.

Policy, Politics & Portfolios: What's at stake for investors in the 2024 elections saf.wellsfargoadvisors.com

In our findings, women achieved similar returns to men but took significantly less risk – and were more likely to seek education and advice from investment professionals. Learn more about how women benefit from their approach to investing.

Women and Investing: Building on strengths saf.wellsfargoadvisors.com

Don't forget to spring forward! Remember to set your clock ahead one hour on Sunday, March 10.

Are investors getting adequately compensated for taking on the higher potential volatility of equities?

Market Commentary: Are investors getting paid to take equity risk? saf.wellsfargoadvisors.com

If you're thinking about leaving your assets to a person outside your family or to an organization, consider these planning tips to help avoid conflict.

Who gets the money if you don't want to give it to family? lifescapes.wellsfargoadvisors.com

We are excited and honored to be named as one of Forbes Best-In-State Wealth Managment Teams 2024!!

It is because of our clients and the communities we live in that keep us showing up every day and working hard with your best interest in mind, always!

The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. https://engage.wf.com/aKFbHv

With the power of compounding, time can make a huge difference. See how investing early can pay off in the long run.

Compounding and the Potential Benefits of Starting Early www.wellsfargoadvisors.com

Steps to help prepare for the year ahead:

Making a plan, sticking to it, and focusing on the things that you are able to control are three important steps you can take in life and for your family's financial health. Click to read full article. https://engage.wf.com/akCh_0

Our Chart of the Week considers how a first-quarter decline in municipal bond returns could translate to an attractive entry point for investors.

Chart of the Week: Muni market starts year slow after hitting record highs saf.wellsfargoadvisors.com

Scammers are increasingly targeting older Americans. Stay vigilant by being aware of common scams and ways to avoid them.

Help protect yourself and loved ones from common scams lifescapes.wellsfargoadvisors.com

The S&P 500 Index continued to climb to new highs this week amid better-than-expected Q4 GDP growth and PCE largely in line with expectations. Additionally, stronger-than-anticipated personal spending data reaffirmed the strength of the consumer. Looking ahead to next week, all eyes will be on the Fed as the FOMC wraps up its January meeting, and the January jobs report and other labor market updates will be in focus. Additionally, earnings season will ramp up.

Looking Ahead: Stocks climb on economic optimism www.wellsfargoadvisors.com

Generative artificial intelligence (AI) has the potential to transform our lives. And that's likely to impact investors. Read Wells Fargo Investment Institute's view on how to navigate the AI landscape.

The ascent of generative AI — What investors should know www.wellsfargoadvisors.com

A combination of things has led us to improve our economic, earnings, and equity outlook for this year. But we continue to believe the road in coming quarters is likely to be bumpy and uneven.

Wells Fargo Engage

Today we remember the victims and families of 9/11, and the unity that followed.

See how the S&P 500 performed during the holiday-shortened week as weak international economic data outweighed encouraging U.S. data. Also, get a look ahead at upcoming economic and earnings releases.

Looking Ahead: Stocks decline on global growth woes www.wellsfargoadvisors.com

The data docket was full this week, and markets rose in response to economic data showing a cooling labor market, which supported expectations that the Fed may keep interest rates unchanged at its next policy meeting. Looking ahead to next week, updates on service-sector activity and factory, durable goods, and capital goods orders will be in focus. Meanwhile, Q2 earnings season is coming to a close.

Looking Ahead: Stocks rise as data supports Fed pause www.wellsfargoadvisors.com

We believe higher inflation should lead to at least one further 25-basis-point Federal Reserve rate hike later this year.

Market Commentary from Scott Wren: Adjustments saf.wellsfargoadvisors.com

Many are unaware how life insurance can play an important role in retirement income planning. Check out this video to learn more: https://www.wellsfargoadvisors.com/wfa/insurance-supplemental-retirement-income.htm

Supplemental Retirement Income www.wellsfargoadvisors.com

Yields in the 4% to 4.5% zone may represent a fixed-income opportunity for investors who have been starving for higher yields over the last 15 years.

Market Commentary from Scott Wren: Fixed-income opportunity zone saf.wellsfargoadvisors.com

The S&P 500 Index has rallied more than 25% from the October 12, 2022 low, and our favorable rating on U.S. Large Caps has served us well. How long can the rally continue?

Institute Alert: saf.wellsfargoadvisors.com

What's in store for the markets in the second half of the year?
Darrell Cronk explains how investors may want to prepare ahead of the moderate recession Wells Fargo Investment Institute expects.

Midyear outlook: Expect a bumpy ride before sailing gets smoother lifescapes.wellsfargoadvisors.com

See how the S&P 500 performed after better-than-expected GDP growth, a full week of earnings releases, and as the Fed raised interest rates.

Want to learn more about what markets did this week? 07/28/2023 www.wellsfargoadvisors.com

What a great day to support the Hudson Valley Community College Foundation earlier last week! With thousands of students, HVCC is changing lives and our community for the better each day! We are honored to support and participate in their annual golf tournament each year!

Neil Kelleher, Chairman of HVCC Board of Trustees rounded out our foursome with CW Kelleher, Meg Pennisi, and Griffin Klein, all of The Kelleher Group of Wells Fargo Advisors.