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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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