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Stepping stones across calm waters

Four steps of successful investing

Wells Fargo Investment Institute has identified four steps it believes will help investors meet their financial goals. In this report, it describes each of these steps.


Start with a plan


Construct a portfolio


Globalize the portfolio


Maintain alignment to the plan

Develop an investment plan

A well-constructed investment plan based on an investor’s unique circumstances that is rebalanced regularly can help alleviate anxiety over market uncertainty. This can be especially helpful during periods of heightened volatility that we expect from time to time in normally functioning markets.