Kroll Group of Wells Fargo Advisors

Connecting Your Life and Wealth. For many of our clients, their faith, their family, and their health are the most important things in their lives.

We are honored that our team's work influences these things. At every life stage we work to simplify the complex, and help build plans so children can go to college, people can retire gracefully and couples can move into their dream homes. We put your interests first and build relationships based on friendship, integrity and trust. Our team of financial professionals work together with the goal of

Moving higher 04/26/2024

Scott Wren explains why he expects a better economy over the course of next year to lead to stronger demand and higher prices for a wide range of commodities.in this week's report.

Moving higher saf.wellsfargoadvisors.com

Chart of the Week: Rental inflation suggests CPI likely to remain elevated 04/26/2024

Rental inflation accounts for nearly a third of CPI inflation and tends to lag home prices by 12 to 18 months. Wells Fargo Investment Institute's report provides insight on the link between home prices and rents, as well as inflation forecast implications.

Chart of the Week: Rental inflation suggests CPI likely to remain elevated saf.wellsfargoadvisors.com

Is your hobby or passion a potential business opportunity? 04/25/2024

Maybe it's time to stop dreaming and start acting on making that hobby or side gig your full-time career. Here's what to consider.

Is your hobby or passion a potential business opportunity? lifescapes.wellsfargoadvisors.com

Understanding different types of trusts to help meet your needs 04/24/2024

Before including a trust in your estate planning strategy, it helps to understand the types available. Learn which trust may be right for you.

Understanding different types of trusts to help meet your needs lifescapes.wellsfargoadvisors.com

Tax law changes: What happens in 2024 and beyond? 04/22/2024

Some of the Secure Act 2.0 changes that go into effect this year may impact your wealth planning—discover what they are and see if they apply to you.

Tax law changes: What happens in 2024 and beyond? lifescapes.wellsfargoadvisors.com

Stalled 04/19/2024

Scott Wren explains why he believes portfolios should continue to lean toward large-cap U.S. equities, the highest-quality equity asset class we cover, in this week's report.

Stalled saf.wellsfargoadvisors.com

Chart of the Week: Why we expect 10-year Treasury yields to remain above 4% 04/19/2024

Until there is more evidence of economic slowing and moderating inflation, Wells Fargo Investment Institute believes investors should assume that the near-term trend for longer-term rates is higher.

Chart of the Week: Why we expect 10-year Treasury yields to remain above 4% saf.wellsfargoadvisors.com

MarketWatch: Do you think you're ready to retire? What you don't know should worry you. Perceptions about retirement often don't match up with reality 04/18/2024

Sometimes expectations and reality don't align - and preparing for retirement is no exception. Many feel they are equipped to retire, but that may not be the case - check this out.

MarketWatch: Do you think you're ready to retire? What you don't know should worry you. Perceptions about retirement often don't match up with reality grapevinesix.s3.amazonaws.com

Tax considerations when deciding on a state for permanent residency 04/17/2024

If you own homes in multiple states, the one you choose as your permanent residence could save you tax dollars. Learn about the implications and what you may need to do to establish residency.

Tax considerations when deciding on a state for permanent residency lifescapes.wellsfargoadvisors.com

Liquidity remains despite the Fed's best attempts to remove it 04/16/2024

Why has market liquidity managed to be so resilient? Wells Fargo Investment Institute explains in this week's Investment Strategy Report, and discusses what persistent liquidity may mean for investors.

Liquidity remains despite the Fed's best attempts to remove it saf.wellsfargoadvisors.com

Family stories may carry important money lessons 04/15/2024

You may have researched your family tree, but what about your financial family tree? Discover why understanding where you come from financially may help with managing your wealth going forward.

Family stories may carry important money lessons lifescapes.wellsfargoadvisors.com

Yields increase 04/12/2024

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

Chart of the Week: Approaching a pivot point for gradual economic slowdown 04/12/2024

Wells Fargo Investment Institute's Chart of the Week considers the role unusually accommodative financial conditions have played in the current economic cycle.

Chart of the Week: Approaching a pivot point for gradual economic slowdown saf.wellsfargoadvisors.com

MarketWatch: For a growing share of Americans, credit-card debt now exceeds savings. Here's how to build an emergency fund while paying off debt. 04/11/2024

What should you focus on first - paying off debt or building an emergency fund? Check out how you may be able to tackle both.

MarketWatch: For a growing share of Americans, credit-card debt now exceeds savings. Here's how to build an emergency fund while paying off debt. grapevinesix.s3.amazonaws.com

Who gets the money if you don't want to give it to family? 04/10/2024

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

Marriage, remarriage, divorce, and your finances: What to know 04/08/2024

Changes to your marital status often come with a big change to your finances. See what you should consider, regardless of which place you're in.

Marriage, remarriage, divorce, and your finances: What to know lifescapes.wellsfargoadvisors.com

Cheap for a reason 04/05/2024

Scott Wren provides perspective on the underperformance of developed market equities relative to U.S. equities — the bottom line? Investors pay for earnings growth, and developed market equities haven't delivered.

Cheap for a reason saf.wellsfargoadvisors.com

WSJ: Retirees Leaving Retirement - Higher costs surprise people who budgeted and planned their future on more-stable prices 04/04/2024

Retired, but thinking about going back to work? You're not alone. Inflation, higher cost of living, and finding purpose have some thinking about rejoining the workforce.

WSJ: Retirees Leaving Retirement - Higher costs surprise people who budgeted and planned their future on more-stable prices grapevinesix.s3.amazonaws.com

Help protect yourself and loved ones from common scams 04/03/2024

Fraud is on the rise and becoming more sophisticated. Help yourself and loved ones stay vigilant by gaining insight on some common scams.

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

The money talk: Should I tell them how much we're worth? 04/01/2024

Should you tell your children how much you're worth? No matter how much you're comfortable sharing, see how breaking down the information over time can be beneficial for everyone.

The money talk: Should I tell them how much we're worth? lifescapes.wellsfargoadvisors.com

Why Industrials (and Materials)? 03/29/2024

The Industrials sector has some of the broadest economically tied global exposure of any of the S&P 500 Index sectors. Scott Wren breaks down why Wells Fargo Investment Institute carries a favorable rating on the Industrials sector.

Why Industrials (and Materials)? saf.wellsfargoadvisors.com

Chart of the Week: Pricing in a repricing of rate cuts 03/29/2024

As markets have scaled back expectations for the number of rate cuts in 2024, longer-term interest rates have moved higher — this has resulted in a negative impact to long-term fixed-income returns. Wells Fargo Investment Institute revisits its guidance and considers implications for fixed-income investors.

Chart of the Week: Pricing in a repricing of rate cuts saf.wellsfargoadvisors.com

MarketWatch: Is giving stock to kids a good idea? There might be a better way to teach them about money. 03/28/2024

There might be a better way to teach them about money. You might think you're sharing lessons about the value of investing, but you need to focus on basics instead. MarketWatch:

MarketWatch: Is giving stock to kids a good idea? There might be a better way to teach them about money. grapevinesix.s3.amazonaws.com

Questions you're asking: When should I claim Social Security? 03/27/2024

After paying into Social Security during your working years, you may be anxious to start receiving retirement benefits ASAP, but that might not be the best long-term strategy. Here's what to consider.

Questions you're asking: When should I claim Social Security? lifescapes.wellsfargoadvisors.com

Investment Strategy: DM equities are cheap. And? 03/26/2024

For now, we are comfortable at neutral — which is a full allocation. Cheap valuations and poor sentiment should reduce downside risk while a lack of tailwinds will likely mute DM's return potential.

Investment Strategy: DM equities are cheap. And? www.wellsfargoadvisors.com

Want your business to be the top-listed Finance Company in Houston?
Click here to claim your Sponsored Listing.

Videos (show all)

Unsure how your goals and your money are connected? Learn how you can align your goals with your money to make the most ...

Category

Address


2700 Post Oak Boulevard, Suite 900
Houston, TX
77056

Other Finance in Houston (show all)
Lets Leave A Legacy Not A Loan Lets Leave A Legacy Not A Loan
Houston

This page is for people who need life insurance.

Cryptowendyo Cryptowendyo
Broadway Street
Houston

★ 𝗘𝗫𝗣𝗘𝗥𝗧 𝗖𝗥𝗬𝗣𝗧𝗢 𝗧𝗥𝗔𝗗𝗘𝗥 ★ 𝗪𝗢𝗥𝗟𝗗𝗪𝗜𝗗𝗘 𝗘𝗔𝗥𝗡𝗜𝗡𝗚 WhatsApp +18325190098

Guaranteed Max refund Guaranteed Max refund
Varies
Houston, 77021

Tax preparation

Alliswellsinc Alliswellsinc
Houston

We aim to educate and get results for our clients while helping them reach their credit goals.

BEST FOREX EA BEST FOREX EA
Houston, 77003

Welcome to our platform! We offer ProFx EA Robots for stable profits and financial goals.

JVEdwards Capital JVEdwards Capital
Houston

JVEdwards an affiliate of DAC inc. identifies and represents only the most reputable capital providers. We provide capital faster than a traditional bank with less intensive qualif...

Nard Investment Nard Investment
Houston

Invest with us and get an incredible returns

Mike Snasel - Vantage Financial Group, LLC Mike Snasel - Vantage Financial Group, LLC
1110 Kingwood Drive ; Ste. 232
Houston, 77339

Jennifer Acosta, Insurance Agent Jennifer Acosta, Insurance Agent
Houston

To help educate individuals on the importance of life and Health Insurance

MS Debt Group MS Debt Group
13831 Northwest Freeway Suite 400
Houston, 77040

MS Debt Group is here to help our fellow Houstonians who need assistance with their debt. We help mo

LatinLend LatinLend
Houston