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How Investors' Life Stages Affect Their Retirement Savings Viewpoints
by Dr. Brian Jacobsen, CFA, CFP of Wells Fargo Asset Management, 12/12/16

How much do investors worry about volatility? It comes down to their life stages. Dr. Brian Jacobsen takes a data-driven look at retiree and non-retiree viewpoints, with results from the Wells Fargo/Gallup Investor and Retirement Optimism Index.

Inflation Overshooting: Lessons from the U.K.
by Dr. Brian Jacobsen, CFA, CFP of Wells Fargo Asset Management, 11/23/16

If U.S. inflation rises above 2%, how much inflation overshooting would the Fed tolerate? The Bank of England’s policies may provide clues.

How Do Investors' Economic Outlooks Affect Valuations?
by Dr. Brian Jacobsen, CFA, CFP of Wells Fargo Asset Management, 11/22/16

To me, it looks like investors have almost fully embraced the idea of low growth and low inflation. If either of these factors surprise to the upside, we could exit the relatively narrow trading range the market has been in for the past few months.

Why Stock Valuation Is in the Eye of the Beholder
by Dr. Brian Jacobsen, CFA, CFP, Melissa Duller, CIMA of Wells Fargo Asset Management, 9/8/16
Looking for undervalued companies hasn’t been rewarded, but it appears that trend may be changing. Here’s what investors should know about low- versus high-valuation stocks.

Fact: 32% of Our past 60 Rate Hikes Were in Election Years
by Dr. Brian Jacobsen, CFA, CFP of Wells Fargo Asset Management, 8/25/16
Did you know 32% of the Fed’s 60 rate hikes since 1980 were in election years? Dr. Brian Jacobsen explains why the Fed has been willing to hike rates and ease monetary policy, in the face of election season frenzy.

Not All U.S. Dividend-Payers Are Priced Too High
by Dr. Brian Jacobsen, CFA, CFP of Wells Fargo Asset Management, 8/18/16
The search for yield hasn’t pushed all U.S. dividend-paying stocks to overly lofty valuations. Dr. Brian Jacobsen explains why.

Elections and the Markets: Do Stocks Reward Continuity?
by Dr. Brian Jacobsen, CFA, CFP of Wells Fargo Asset Management, 7/28/16
How do presidential elections affect the stock market? Dr. Brian Jacobsen digs into the data to see how incumbency and change have influenced stocks historically. Find out how continuity, regardless of party, has affected the performance of specific U.S. industries.

Here's What 1969 and 1975's Market Recoveries Can Teach Brexit-Conscious Investors
by Dr. Brian Jacobsen, CFA, CFP of Wells Fargo Asset Management, 7/8/16
While June 23’s Brexit referendum was a milestone in history, June 24 was host to a pretty rare event in the markets: Not only did 10-year Treasury yields drop from 1.56% to 1.43%, but the S&P 500 Index also dropped nearly 3.6%. How rare are these events? Since March 1967, simultaneous drops in yields and stocks of these sizes have occurred only 0.5% of the time. Investors can take away interesting lessons from these historical occurrences.

An Investor Guide to Brexit Implications
by Dr. Brian Jacobsen, CFA, CFP of Wells Fargo Asset Management, 6/29/16
Dr. Brian Jacobsen explains the Brexit vote’s wide-ranging fallout, from the economic implications to investment portfolio considerations.

Diversification: Full of Trade-Offs, Just Like Life
by Dr. Brian Jacobsen, CFA, CFP of Wells Fargo Asset Management, 6/13/16
Portfolio diversification can lead to disappointment if you don't think about it the right way. Dr. Brian Jacobsen explains how diversifying your portfolio is a compromise between lower average returns and lower volatility.

Three Trends to Watch as the Tech Sector Evolves
by Dr. Brian Jacobsen, CFA, CFP of Wells Fargo Asset Management, 6/8/16
Dr. Brian Jacobsen discusses three trends to explore in the information technology sector, for investors seeking potential sources of growth.

Why U.S. Business Investment Is Evolving, Not Fading
by Dr. Brian Jacobsen, CFA, CFP® of Wells Fargo Asset Management, 5/6/16
Are U.S. businesses really sitting on cash, versus investing in capital? Capex spending is evolving, not fading, says Well Fargo Asset Management’s Dr. Brian Jacobsen. Here’s where investors should look, for the next wave of business investment from U.S. companies.

Concerned About Inflation? Consider This Approach
by Dr. Brian Jacobsen, CFA, CFP® of Wells Fargo Asset Management, 4/28/16
If you want to safeguard your portfolio against eventual inflation, here’s a tip: Don’t automatically think TIPS, or Treasuries. Consider this option instead.

In Volatile Times, a Case for Quality Investing
by Dr. Brian Jacobsen, CFA, CFP® and Jo Lee, CFA of Wells Fargo Asset Management, 4/11/16
We conducted research on how five investment styles have performed during volatile periods throughout history. Here’s why we’re making a case for the quality investing style.

Advice for Riding This Market's Rocky Rebound
by Dr. Brian Jacobsen, CFA, CFP of Wells Fargo Asset Management, 2/24/16
Where should you be positioned in a rocky market rebound? History shows that volatility that occurred during rebounds from corrections was almost always worse than volatility that occurred before. Investors need to consider the fact that—while waiting in cash positions can be comfortable—it can also be costly if you miss out on buying opportunities. Wells Fargo Asset Management’s Dr. Brian Jacobsen offers insights on portfolio positioning, looking at factors such as market capitalization and sector.

The IT Sector: Where Growth and Value Meet
by Dr. Brian Jacobsen, CFA, CFP® of Wells Fargo Asset Management, 1/13/16
Looking at Information Technology (IT) stocks in 2016, here’s why Wells Fargo’s Dr. Brian Jacobson believes there’s ample opportunity for good growth and a great price.
16 results found.