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Ask the Institute

The Wells Fargo Investment Institute series of “Ask the Institute” reports addresses questions investors are asking.

How Much Cash Should I Hold in My Portfolio?

Is there a benefit to holding cash in your portfolio? Learn more about types of cash assets, how much cash you may need, and the role it can play in your investments.

How Do I Determine My Risk Tolerance?

Understanding risk tolerance is an important early step to investment planning. But consider this: it’s not how much risk you’re willing to take. It’s how much risk you can afford to take.

How Do Investors Generate Income in Retirement?

Do you know how much income you’ll need in retirement, or how you may need to generate that income? Here are some answers.

How Can Investors Utilize Tax Losses?

If you have any investments that have lost value since you bought them, consider selling so you may be able to utilize tax-loss harvesting.

Ask the Institute Archive

Wells Fargo Investment Institute answers questions on more topics that matter most to investors.

Wells Fargo Investment Institute, Inc., is a registered investment adviser and wholly owned subsidiary of Wells Fargo Bank, N.A., a bank affiliate of Wells Fargo & Company.