Wells Fargo Advisors Financial Network

 

The global economy is ever changing.  Adapting to change is critical to your investment success.  Effectively managing market risk and seeking favorable investment returns requires proper focus, experience, skill and good judgment.  Adaptive Wealth Management is here to help you advance your financial security through unbiased, intelligent and informed investment planning guidance.

We take a global investment perspective, guided by a rules-based discipline that helps us to see changing trends in the marketplace.  We can then most effectively adapt our strategies to take advantage of these emerging opportunities.

As you learn more from our website, please contact us if you have any questions or would like to set up an appointment.  We look forward to talking with you.

 

 
Calculators

Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Personal Inflation Rate

Is your personal inflation rate higher or lower than the CPI?

Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.

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Newsletters

Retirement Plans for Small Businesses

With standard 401(k) plans, the amount a company's owners can contribute to their own retirement account is often restricted by how much other employees contribute to the plan. With the safe harbor option, owners may be able to make larger contributions for themselves in exchange for making tax-deductible contributions or "matches" for employees.

The Dynamics That Can Drive Inflation

High unemployment and slow wage growth seem to have kept consumer spending and core inflation from growing very rapidly in the first half of 2011. This article reminds investors to keep the potential risk of inflation in mind, because even modest price increases compounded over time can erode the purchasing power of the assets in their portfolios.

Tax Law Keeps S Corporations Attractive

S corporations are more common than C corporations and partnerships, perhaps because they are not subject to the corporate tax. Instead, profits and losses flow directly to shareholders, who are currently taxed at lower individual income tax rates. Read why reorganizing as an S corporation may be a smart move.

Tax-Efficient Investments for the Tax-Averse

Raising taxes is one of many ideas that have been proposed to help reduce mounting federal budget deficits. Readers who are concerned about the prospect of higher taxes in the future may want to consider the tax advantages associated with municipal bonds and tax-exempt mutual funds.

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