Clients face not only funding longer retirements, but also more demands on their finances that can lead to an under-funded retirement.
Living longer means longer retirement, which means clients may need to reassess their views on risk to meet financial needs.
Dr. Brian Jacobsen, CFA, CFP, is a Senior Investment Strategist with the Wells Fargo Asset Management Multi-Asset Solutions Team.
According to a Wells Fargo retirement survey, 71% of Millennials say they value your financial advice.
According to a Wells Fargo retirement survey, millennials would like to retire at age 59. That presents some challenges.
The U.S. posted a record number of job openings in 2016. In many industries, experienced workers are hard to find, forcing companies to increase salary offers to lure employees away from their current jobs.
Don’t delay saving for retirement or you’ll come to regret it.
In the third quarter of 2016, the Wells Fargo/Gallup Investor and Retirement Optimism Index jumped to its highest level since mid-2007.
Today we have a guest post from Christian Chan, CFA, and Kandarp Acharya, CFA, FRM, portfolio managers of the Wells Fargo Dynamic Target Date Funds.