Wells Fargo Advisors

 

 Annge S. Pape, Andrew M. Chapman, Tara L. Rousseau, Jason E. Clowers,  Hope M. Wisner, CFP® 

  Welcome to our Web site, where you'll find a wealth of information
about our capabilities and how we can help you reach your financial
goals. In addition, our site offers a wide variety of useful
information, including calculators, articles, a portfolio tracker,
and more. 

We hope your visit will help you understand the opportunities
and potential rewards that become available when you take
a proactive approach to your personal financial situation. 

We created this Web site to help you gain a better understanding
of the financial concepts behind investing, retirement, investment estate
planning, and wealth preservation. Most importantly, we hope
you see the value of working with us to pursue your financial
goals.

We're here to help educate you about the basic concepts of investment
planning, to help you learn more about who we are, and to
give you fast, easy access to market performance and data. 
 

We hope you take advantage of this resource and visit us
often. Be sure to add our site to your list of "favorites"
in your Internet browser. We frequently update our information
and we wouldn't want you to miss any developments in the area
of personal finance.

 
      
 

 


 
Calculators

Capital Gains Taxes

Estimate short-term and long-term federal capital gains taxes

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

LTCI Cost of Waiting

Estimate the potential cost of waiting to purchase a long-term care insurance policy.

More Calculators →

Newsletters

ETFs for the Conservative Investor

The number of exchange-traded funds has grown rapidly in the last decade. Total ETF assets exceeded $1 trillion in March 2011, an increase of more than $200 million over the previous year. This article explains the potential benefits of ETFs and why some of them might appeal to the risk-averse.

Another Year, Another AMT Patch

The 2010 Tax Relief Act adjusted AMT exemption levels for 2010 and 2011 to help prevent an estimated 21 million middle-income taxpayers from being subject to the alternative minimum tax. Will Congress enact another patch for 2012?

Be Ready for a Change in Interest Rates

Fluctuating interest rates can be challenging for bond investors who want to reinvest their principal. When rates are low, they may have to accept lower yields; when rates rise when principal is tied up, they may not be able to benefit. One strategy to help manage reinvestment risk is to build a bond ladder.

Understanding the Appeal of Mutual Funds for High-Income Households

Mutual fund ownership increases directly with household income. In fact, 81% of households with incomes of $200,000 or more own mutual funds. What is it about mutual funds that attracts affluent investors?

More Newsletters →