James P. Murray, Managing Principal at Townsgate Wealth Management

Scott Wren explains why the pace of disinflation has stalled for now, but he does see Consumer Price Index inflation edging lower as we move through late summer and into the fall, allowing for two cuts this year.

Fixed income view and the Fed 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 Tooth Fairy Inflation.pdf

Wells Fargo Investment Institute expects earnings to recover as a key driver of returns in 2024 and 2025 after two years of multiple-driven growth — its new report provides insights for investors.

Chart of the Week: Can equities pass the baton from valuations to earnings? saf.wellsfargoadvisors.com

In this week's Investment Strategy Report, Wells Fargo Investment Institute discusses the S&P 500 Index's April soft patch. While there could be additional volatility through the election, this appears to be a garden variety pullback that provides a great opportunity to rebalance portfolios.

S&P 500 pullback may provide a rebalancing opportunity saf.wellsfargoadvisors.com

If retirement is in your 5-year plan, check out these mistakes to avoid in your last working years.

Wall Street Journal | You Plan to Retire in 5 Years. Don't Make These Mistakes: The last few years before retirement can make or break what comes next grapevinesix.s3.amazonaws.com

The housing market has been on a crazy ride the past few years. With new rules and home buying season around the corner, it may get even more competitive.

WSJ: Purchasing a Home This Spring Becomes Even More Chaotic grapevinesix.s3.amazonaws.com

Scott Wren explains why he believes that there will still likely be downside opportunities created in equities as continued readings well above the Federal Reserve's longer-term 2% inflation target will likely keep interest rates higher for longer.

S&P 500 optimism saf.wellsfargoadvisors.com

Amid uncertainty about when the Fed will start cutting rates, Wells Fargo Investment Institute provides perspective on what the broader trends underlying elevated Treasury yields may mean for fixed-income investors.

Chart of the Week: Implications of Fed policy for Treasury yields saf.wellsfargoadvisors.com

A dementia diagnosis can be an emotional whirlwind and often poses the question "what's next?". Here are some helpful ways to ease your money worries and see if your savings will cover your care.

MarketWatch: After a dementia diagnosis, these 3 questions can help ease money worries grapevinesix.s3.amazonaws.com

Wells Fargo Investment Institute continues to believe that a broad exposure to commodities can offer investors diversification benefits that can help reduce portfolio volatility and improve the consistency of returns over time.

Update on commodity correlations versus stocks and bonds saf.wellsfargoadvisors.com

83% of teenagers want to know more about managing money. So how can adults help set them up for success? Check out these great talking points from Emily Irwin, Managing Director in Advice & Planning.

Three ways to help teens become more financially savvy finance.yahoo.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

Scott Wren explains why even if inflation should tick higher again as economic growth broadens and becomes more consistent across segments, he expects an equal broadening of opportunities in equity markets in this week's report.

Better than expected saf.wellsfargoadvisors.com

Millennials feel the pressure to appear "rich" more than other generations. Is social media the cause? See what Emily Irwin, Managing Director in Advice & Planning, has to say.

‘Fake Rich' Millennials Are Lying About Income & Taking on Debt To Seem Wealthier finance.yahoo.com

Wells Fargo Investment Institute considers how crisis events have impacted oil prices in the past and provides perspective for investors in light of today's elevated geopolitical tensions.

Chart of the Week: What geopolitical conflict could mean for oil prices saf.wellsfargoadvisors.com

If you always need to have "background noise" to get things done, you may want to try going back to the basics and embrace the power of silence. Check out why.

WSJ: Unplug From Distractions - That podcast or video you have on in the background may be holding you back grapevinesix.s3.amazonaws.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