Client Login
What impact does the market have on me? Schedule an appointment
Our Location Schedule an appointment


Contact form

Economic and Market News

Economic and Market News

2018 Outlook

  • pdf icon2019 Outlook - The End of Easy - As we look ahead to 2019, the end of easy does not mean the end of the cycle. The expansion is old but not over. What it does mean, however, is that conditions that have proven reliable for many years are shifting. We believe investors need to adjust portfolio positioning accordingly as Wells Fargo Investment Institute outlines in this 2019 Outlook.


Investment Strategy

  • pdf iconAsset Allocation Strategy Report (Executive Summary) - Summary perspective on international investing, global fixed income, equities, and alternative investments, as well as macro-economic datapoints and forecasts by Wells Fargo Investment Institute. (May 2019)

  • pdf iconAsset Allocation Strategy Report (Comprehensive) - Perspective on investing, economic and market information, strategic and tactical asset allocation models, including rationale, technical analysis, and international recommendations. (May 2019)

Thematic Reports

  • pdf iconInvesting for a Longer Life - People are living longer and more active lives, prompting many to rethink traditional views about retirement. Traditionally, retirement was considered an opportunity to do the things we can't do when working a full-time job. But, for those with limited financial assets, retirement may seem like an unattainable goal, creating a great deal of anxiety. At the same time, we're having fewer children, and the population is aging. Read what Wells Fargo Investment Institute has to say about this potential implications.

  • pdf iconBalancing Risk and Reward - Market participants must weigh the amount of risk they are willing to take in exchange for return or income. When asset prices begin to rise ahead of fundamental valuation measures, we believe that investors should exercise greater caution. We recommend maintaining a diversified portfolio with a level of expected risk that aligns with an investor's return objectives.


FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals
FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals