Wells Fargo Advisors - Financial Advisor: Jamie Seim MBA

From fake identities to impersonating family members, fraudsters are using AI to create elaborate scams that are harder to spot. We share some of their common practices and how to avoid them.

What to know about AI scams and how to help protect your assets lifescapes.wellsfargoadvisors.com

Confused about estate planning documents? Check out these common terms and definitions to help build foundational knowledge and ease the planning process.

Estate plan glossary: 10 estate planning definitions to know lifescapes.wellsfargoadvisors.com

Markets sold off when Q1 2024 GDP disappointed. As equity markets pull back and bond yields spike higher, how should investors respond?

Institute Alert: Disappointing economic data underscores potential opportunities saf.wellsfargoadvisors.com

See how the reacted to this week's and data. Also, get a look ahead at upcoming economic and earnings releases.

Looking Ahead: Stocks rise despite slowing economy www.wellsfargoadvisors.com

The private direct lending market continues to attract investor attention as yields remain elevated and default activity stays in check.

Direct Lending strategies continue to shine saf.wellsfargoadvisors.com

Scammers have all sorts of ways to get information about kids - and they can use it to steal their identity. Here's what parents should know about how scammers get their kids information and how it deal with it if it happens.

WSJ: How to Protect Your Child Against Identity Theft grapevinesix.s3.amazonaws.com

Getting laid off is stressful, especially on your finances. Here are 10 things you can do to help ease the burden.

MarketWatch: 10 critical financial actions to take if you get laid off grapevinesix.s3.amazonaws.com

According to our study, women appear to benefit from their disciplined approach to risk, willingness to stick with a long-term plan, and openness to seeking advice. See how to build on strengths that position women as strong investors.

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

See how the reacted to this week's economic data and expectations for rate cuts. Also, get a look ahead at upcoming economic and earnings releases.

Looking Ahead: Stocks dip on reduced rate cut bets www.wellsfargoadvisors.com

First-quarter returns overall were positive across Wells Fargo Investment Institute's favored allocations, thanks to an unshakeable equity rally, as a seasoned bull market continued to charge upward. Key drivers of first-quarter performance and implications for markets and investors are discussed in this week's Investment Strategy Report.

Drivers of first-quarter performance saf.wellsfargoadvisors.com

How much income will you need in retirement? Evaluating your necessities, wants, and income streams can help you maintain the lifestyle you've imagined in your nonworking years.

Retirement income planning: 5 actions to consider lifescapes.wellsfargoadvisors.com

Whether you're saving enough depends a lot on what you want to do in retirement. This checklist can help you map out your goals – or provide insight on things you haven't yet considered.

Key questions to answer to help plan to pay for retirement lifescapes.wellsfargoadvisors.com

If you're considering earning rental income with your vacation home, your tax liability may start to get complicated. Here's what to know.

What is considered a second home for tax purposes? lifescapes.wellsfargoadvisors.com

Wells Fargo Investment Institute discusses its view that qualified, long-term investors who are interested in the transformative potential of emerging technology may want to consider investing in early stage startups offered by venture capital funds.

Chart of the Week: Venture capital deepening artificial intelligence focus saf.wellsfargoadvisors.com

For now, we prefer investors avoid putting all their eggs in one basket and stick with our more defensively positioned asset allocation guidance.

Don't be fooled by the economy's slow-motion slowdown saf.wellsfargoadvisors.com

If your child has earned income, you may want to open a Roth IRA in their name — even if they haven't graduated high school yet. Find out what to keep in mind when setting one up for kids.

Should you open a Roth IRA for kids? lifescapes.wellsfargoadvisors.com

Performance, volatility, and diversification — read Wells Fargo Investment Institute's report, "Why own stocks", to find out what long-term investors should know about these three key elements of equity investments.

Why own stocks www.wellsfargoadvisors.com

Since last November, the S&P 500 Index has gained over 20% in total returns, challenging prudent investors to face their fear of missing out (FOMO) on such spectacular gains. Below, we examine the risk-reward dynamics and asymmetric nature of returns in today's equity and bond markets to help investors overcome FOMO and confidently stick to their investment plans.

Risk and reward saf.wellsfargoadvisors.com

If you think an investment offer may be too good to be true, you could be right. Reaching out to your advisor for input before taking action can help you from falling victim to a scam.

More tips: https://lifescapes.wellsfargoadvisors.com/fraud-prevention-tips/

Being asked to send money and not tell anyone or hide the reason for the transfer could be a red flag. Learning how to spot a scam can help protect you and your assets. https://lifescapes.wellsfargoadvisors.com/fraud-prevention-tips/

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

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

The Wells Fargo Money Study found 43% of Americans surveyed struggle to align their goals to money strategies. 80% want to learn new ways to manage money.

Let's start a conversation sites.wf.com

According to the Wells Fargo Money Study, all generations — young and old — would like to understand new ways of thinking about and managing money.

Let's think outside the box together sites.wf.com

Missing a handful of the market's best days can drastically reduce returns, and while missing only the worst days can potentially offer higher returns than a "buy and hold" strategy, disentangling the best and worst days can be difficult.

Special Report: The perils of trying to time volatile markets saf.wellsfargoadvisors.com

See how the reacted to this week's inflation and other economic data. Also, get a look ahead at upcoming economic and earnings releases.

Looking Ahead: Stocks lower amid sticky inflation www.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

Why is the tooth fairy leaving some kids chocolate and others large sums of cash? The tooth fairy inflation is exciting for your kid, but may cause some confusion at school.

WSJ: Why is the tooth fairy leaving some kids chocolate and others large sums of cash? The tooth fairy inflation is exciting for your kid, but may cause some confusion at school. grapevinesix.s3.amazonaws.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

Have you ever used a free trial and then forgot to cancel? Many companies are veering away from this offering - see why.

MarketWatch: The end of the free trial? Why a once-popular marketing tactic is now rarely offered. grapevinesix.s3.amazonaws.com