December 2020
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Today's takeaways: Investment considerations in the new year, what to know as LIBOR ends, plus tips about discussing wealth transfer with your children.

Arranging your portfolio for potential opportunities ahead, what to know about changes to a key benchmark interest rate, corporate giving strategies, and books to add to your reading list. Plus, listen to our latest podcast episode about having productive conversations about wealth transfer.

Investment opportunities: Six trends to follow in 2021

Could your portfolio use a re-think for 2021? A Wells Fargo Investment Institute strategist shares what to consider based on the upheaval of 2020.

Investments

Counting down: What to consider as LIBOR sunsets

What steps do you need to take when the benchmark interest rate changes?

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Wealth Transfer

Listen now! Wealth transfer: Tips for productive family conversations

Discover ways families can work together to overcome what can be a difficult subject to discuss.

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Charitable Giving

Corporate giving: How one business owner is making an impact

Anita Zucker of The InterTech Group shares her vision for making a difference.

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Charitable Giving

Book club picks: Worthy titles to add to your reading list

These fascinating reads offer valuable insights into making charitable giving meaningful for you and your loved ones.

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