Wells Fargo Advisors

Welcome to our Website!

Are you "Spotting Opportunity Amid Uncertainty"?  Our video can be viewed by clicking here

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We created this website to help you gain a better understanding of investing, wealth preservation, retirement planning, and estate investment planning.

Your visit will help you understand the opportunities and potential rewards that become available when you take a proactive approach, working together with us, to pursue your financial goals.

On this site you will find information about our capabilities and how we can help you work to achieve your personal financial goals.  You will also find many resources including calculators, timely articles, a monthly newsletter, and more!

We hope you visit us often. Be sure to add our site to your list of "favorites" in your Internet browser.  We regularly update our information and we wouldn't want you to miss any of the latest developments.
Calculators

Risk Tolerance

This calculator is designed to help you clarify your comfort level with investment risk.

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70.

More Calculators →

Newsletters

Consider Your Retirement Needs, but Don't Forget Your Retirement Wants

A rule of thumb is that workers will need to replace about 80% of their pre-retirement incomes to maintain their standard of living in retirement. But they may need more than 80% to fund a lifestyle that they can truly look forward to. As people grow older, what once may have been considered luxuries can become basic needs.

Growth, Value, or Both

The average annual return for large-cap value stocks was about 2.1% higher than for large-cap growth stocks, yet growth stocks outperformed value stocks in 13 out of 30 years. This article examines the difference between the two approaches and describes why holding both may help investors take advantage of a variety of market conditions.

The Difference Between the Debt and the Deficit

The terms "debt" and "deficit" are often used interchangeably to describe the federal government's financial situation, yet they have significantly different meanings. This explanation of the budget deficit and the national debt may help readers understand the conversation.

Why You Want to Know How Much Your Business is Worth

An up-to-date valuation may seem like an unnecessary expense for a small business, but it could prove to be invaluable to achieving long-term goals. Knowing the current value of a business can affect how an owner might approach everything from retirement to estate conservation to a succession strategy.

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