Brian W. Cubler CFP (R)
Senior Financial Advisor, Managing Director - Investments at Wells Fargo Advisors
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With greater balance in earnings growth expected in coming quarters, Wells Fargo Investment Institute anticipates a consequent broadening of market participation. Its Chart of the Week discusses why investors should seek to take advantage of recent weakness in its favorable sectors — Energy, Health Care, Industrials, and Materials — while trimming gains in tech-related sectors.
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Brian W. Cubler CFP (R)
Senior Financial Advisor, Managing Director - Investments at Wells Fargo Advisors
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Investment Strategy: Midyear report card for fixed income wellsfargoadvisors.comWells Fargo Investment Institute assesses the state of fixed-income markets given developments related to Fed policy and the potential for economic softening. Its Investment Strategy report considers the investment implications for a range of asset classes within fixed income.
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Brian W. Cubler CFP (R)
Senior Financial Advisor, Managing Director - Investments at Wells Fargo Advisors
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Market Commentary: Market breadth, part 2 wellsfargoadvisors.comScott Wren explains what might need to happen to increase market breadth. One important factor is profitability. The rally in AI-related equities is at least partially supported by underlying earnings fundamentals.
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Brian W. Cubler CFP (R)
Senior Financial Advisor, Managing Director - Investments at Wells Fargo Advisors
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Investment Strategy: Pivoting toward a post-pandemic labor market wellsfargoadvisors.comWells Fargo Investment Institute provides perspective on the latest labor-market data and considers what both recent and anticipated trends could mean for investors.
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Brian W. Cubler CFP (R)
Senior Financial Advisor, Managing Director - Investments at Wells Fargo Advisors
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Back to the basicsScott Wren highlights how companies in the Industrials and Materials sectors are expected to contribute to artificial-intelligence (AI)-related infrastructure buildouts.
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Brian W. Cubler CFP (R)
Senior Financial Advisor, Managing Director - Investments at Wells Fargo Advisors
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Chart of the Week: First rate cut correlated with stock market drawdownThis week's chart addresses a common question among investors — how have equity markets reacted to rate cuts in the past?
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Brian W. Cubler CFP (R)
Senior Financial Advisor, Managing Director - Investments at Wells Fargo Advisors
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Top five portfolio ideas for the next 18 months wellsfargoadvisors.comHow can investors navigate the near-term economic and market uncertainty and position allocations for 2025 and beyond? Wells Fargo Investment Institute considers five portfolio ideas in light of the current environment and its expectations for the future.
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Brian W. Cubler CFP (R)
Senior Financial Advisor, Managing Director - Investments at Wells Fargo Advisors
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Fraudsters – Are your kids hip to the scams? wellsfargoadvisors.comToday, scammers on social media are targeting younger adults more than ever. Share these tips to help protect your children and their money.
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Brian W. Cubler CFP (R)
Senior Financial Advisor, Managing Director - Investments at Wells Fargo Advisors
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2024 Tax Planning Guide sites.wf.comUsing multiple tax-advantaged accounts, like a 401(k) and an IRA, may help you work toward your retirement goals. See our tax planning guide to learn about different account types and the contribution limits.
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Brian W. Cubler CFP (R)
Senior Financial Advisor, Managing Director - Investments at Wells Fargo Advisors
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Market breadth, revisitedScott Wren explains how from a market-breadth standpoint, an analysis of the performance data through May shows a narrow array of stocks driving the SPX to new record highs.
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