Taxes and your investment returns
Considerations for helping to manage your portfolio’s tax exposure.
- Managing Your Assets 5 Potential Benefits of Diversification
- Philanthropy Voluntourism: What to expect in 2021
- Wealth & Your Family Listen now! Shared Ownership in a Family Property: Who Gets the House?
- Trending Topics 5 Ways Financial Technology Is Shaping Your Future
- Transferring Your Wealth Special Needs Trusts: An Estate-Planning Strategy for Parents and Grandparents
What can Wells Fargo do for you?
Talk to us about crafting strategies for managing both sides of your balance sheet.
Wells Fargo Investment Institute, Inc. is a registered investment adviser and wholly owned subsidiary of Wells Fargo Bank, N.A.
This article has been prepared for informational purposes only and is not a solicitation or an offer to buy any security or instrument or to participate in any trading strategy. Individuals need to make their own decisions based on their specific investment objectives, financial circumstances and tolerance for risk. Please contact your financial, tax and legal advisors regarding your specific situation and for information on planning for retirement.
All investing involves risk including the possible loss of principal. Each asset class has its own risk and return characteristics. The level of risk associated with a particular investment or asset class generally correlates with the level of return the investment or asset class might achieve.
Diversification does not guarantee profit or protect against loss in declining markets. Asset allocation cannot eliminate the risk of fluctuating prices and uncertain returns.
Stocks may fluctuate in response to general economic and market conditions, the prospects of individual companies, and industry sectors. Dividends are not guaranteed and are subject to change or elimination. Bonds, including municipal bonds, are subject to interest rate, credit/default, liquidity, inflation and other risks. Prices tend to be inversely affected by changes in interest rates.
Real estate-based investing: There are special risks associated with an investment in real estate, including credit risk, interest rate fluctuations, and the impact of varied economic conditions.