You should understand the roles psychology and emotions can play in your investment decision-making. That’s where behavioral finance comes in.
It’s important to understand the difference between asset location and asset allocation and how using them together can affect investment performance.
It’s often a good idea to include credit services and solutions in an investment strategy.
Employing “tax loss harvesting” – selling investments that have decreased in value since you purchased them – may reduce the amount you pay the IRS.
Understanding how to determine your risk tolerance is an important early step in investment planning.
When evaluating the performance of your portfolio, there are three sets of statistics that are important to consider: return, risk and how closely your portfolio tracks to your investment plan.
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.