Frank Carter, III

Market breadth continues to be broad as many stocks are participating as the major indexes trade to new record highs. Read this week’s Market Commentary report for more.

Are you an experienced Financial Advisor looking to take your practice to the next level? Join us April 29 to hear from Senior Leaders, Business Specialists, and Financial Advisors at our firm to learn about our multi-channel business model offerings and how we support the growth of our Financial Advisors and their clients. Please contact me directly if you would like more information.

As you prepare your taxes, consider these charitable giving strategies. #Taxplanning

What differences might you see between the first and second years of a bull market?

Worried about how to pay your #tax bill? Connect with me to learn about your options.

What are the emerging investment trends in 2021 and beyond? Learn about new opportunities to consider. #investing #2021Trends

We illustrate how a diversified portfolio can help investors stay committed to their longer-term investment plan in our Chart of the Week.

Clients are welcome to join a Wells Fargo Investment Institute call February 10th at 4:15 ET. Join us for a roundtable discussion with senior strategists on the second Wednesday of each month. Calls will cover the critical events moving markets and provide timely guidance for navigating recession and recovery.

You want to invest but have debt to pay down. What’s the right approach? Get help to decide. #Personalfinance

Retail participation has been on the rise steadily over the past several years with the acceleration of secular trends so why did this trend explode onto the scene in late January with a few select stocks as the battlefront?

Sure, today’s mixed data may have investors uncertain, but our chief investment officer sees boomy conditions ahead for growth.