David Haas, CRPC - Financial Advisor: Wells Fargo Advisors
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Wells
03/26/2024
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
03/12/2024
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
03/06/2024
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
Parents and adult children want to engage in financial conversations with each other – but they don't.https://saf.wellsfargoadvisors.com/emx/dctm/Marketing/Marketing_Materials/Life_Events_Planning/familymoneyconvos.pdf
02/28/2024
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
02/21/2024
Retiring In 2024? Resolve To Enroll In Medicare Part B To Avoid A Big Mistake. forbes.com
02/02/2024
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
Stocks' performance over the last couple of years has been basically flat. Could 2024 finally bring a change? Jennifer Timmerman, Global Investment Strategy Analyst, shares what may lie ahead.
Sol Gindi, Head of Wells Fargo Advisors, joins other leaders to highlight how it's not about digital adoption versus working with an advisor – it's both.
Family vacations are back in a big way. Discover some epic travel experiences for you to check off your bucket list in 2024.
01/04/2024
Reviewing recent changes to tax laws could benefit your wealth planning for the year to come — and the years ahead. Consider discussing these four issues with your advisors.
Planning for 2024 and beyond: Tax changes you should know about lifescapes.wellsfargoadvisors.com
Bonds have disappointed investors over the last couple of years. What will 2024 hold? Jennifer Timmerman, Global Investment Strategy Analyst, shares what fixed-income investors should consider.
https://engage.wf.com/a7Ms5Z
12/27/2023
2024 has the potential for an economic slowdown, a recession, and the beginning of a recovery — on top of being an election year. Prepare for what's ahead with our top five portfolio ideas.
Top five portfolio ideas to help you prepare for 2024 lifescapes.wellsfargoadvisors.com
12/21/2023
With the possibility of a global economic slowdown and U.S. recession in the new year, how should you prepare for 2024? See five top portfolio ideas, and contact me to discuss how they may apply to you.
Read the 2024 Outlook: A Pivotal Year for the Economy and Markets sites.wf.com
12/13/2023
After two years of uneven market performance, will 2024 finally bring a change? Get insights for the coming year, and contact me to help plan your strategy.
Read the 2024 Outlook: A Pivotal Year for the Economy and Markets sites.wf.com
Taxes shouldn't be a one-and-done activity you do every April. To help ensure that you're not paying more taxes than necessary, you may consider reviewing periodically throughout the year. Credits, deductions, and even saving and giving can help you reduce your taxable income and maximize your take-home pay. Get more tips:
https://engage.wf.com/a-nCvB
12/01/2023
Join Wells Fargo Investment Institute (WFII) strategists on Wednesday, December 6 for a live conference call discussing the outlook for the economy, markets, and investments in 2024.
2024 Outlook: A pivotal year for the economy and markets www.wellsfargoadvisors.com
11/23/2023
See how the reacted to this week's easing inflation and labor market data. Also, get a look ahead at upcoming economic and earnings releases.
Looking Ahead: Stocks climb as inflation eases www.wellsfargoadvisors.com
11/22/2023
We hope you and your family enjoy a Happy Thanksgiving.
11/09/2023
Whether you're getting married, remarried, or divorced, knowing where you stand financially can help ease the transition during these major life events. Here's what to consider next.
Marriage, remarriage, divorce, and your finances: What to know lifescapes.wellsfargoadvisors.com
11/07/2023
Year-end is upon us. See what you can do between now and December 31 to potentially minimize your tax bill and keep investments on track.
Year-end investment planning tips lifescapes.wellsfargoadvisors.com
11/07/2023
Should investors lock in a bond yield close to 5% or take on the historically higher risk of equities?
Market Commentary from Scott Wren: Stocks vs. bonds saf.wellsfargoadvisors.com
Consider making 2023 contributions to education savings accounts.
https://engage.wf.com/aAFaXv
You can potentially use stock losses to offset capital gains.
https://engage.wf.com/anaS0B
Giving to a charity helps causes you believe in and may help you manage your taxes.
https://engage.wf.com/aGTuBK
10/31/2023
It is important to note that in six of the past eight recessions, the yield curve has moved from negative to positive slightly before or just about the time the recession appears.
Investment Strategy from Luis Alvarado: The yield curve has inverted — Where is the recession? saf.wellsfargoadvisors.com
10/31/2023
Headlines can be jarring — especially if you're worried about current events impacting your retirement plans. Before you respond, here's what you can do to help sort through the noise and create an action plan.
Retirement income threats — how should you respond lifescapes.wellsfargoadvisors.com
Understand the current retirement account contribution limits.
https://engage.wf.com/aVYlxM
10/20/2023
When you can't depend on a regular paycheck amount or paycheck timing, it can be hard to know how you'll make ends meet when money isn't as abundant. With some planning, budgeting and creativity, however, it can become easier to weather a varying income.
How to weather the ups and downs of an unpredictable income grapevinesix.s3.amazonaws.com
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