Strategic Insights
2025 Midyear Outlook: Opportunities amid uneven terrain
Wells Fargo Investment Institute shares potential investment opportunities and risks for 2025’s second half and beyond.
June 2025
Wells Fargo Investment Institute expects fluid trade policy and a contentious budget debate in a closely divided House and Senate to produce market-moving events in July and August.
June 26, 2025
Wells Fargo Investment Institute analyzes the potential market impact of U.S. military strikes on Iran’s nuclear facilities and outlines actions cautious investors may want to consider.
June 23, 2025
Managing your finances as you age
Tips to help maintain financial independence now and in years to come.
Managing real estate capital gains
Learn how capital gains taxes may be deferred with proper planning.
Your dedicated Financial Advisor
can help you maximize your financial picture in many ways.
Estate planning 
Smart borrowing 
Planning for retirement 
Form CRS: Relationship Summary
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Market Commentary
Stocks higher ahead of PCE deflator data More market commentary ⟩