Relationships Matter

Emotion-inspired investment decisions can be more detrimental to a plan’s success than bear markets. That’s why we believe education is important. While we’re happy to have clients rely on our experience and knowledge, we believe it’s essential that they understand investment risks, market history, investor psychology, and our methods.

Often, we are most important to our clients when world events have inspired financial markets to new highs or lows. During times like these, anyone can be blinded by sharp market movements and lose sight of their financial goals. We help clients refocus, reminding them that long-term plans have little to do with short-term market performance.

Stay Calm and You May Improve Your Returns

“Advisors, as behavioral coaches, can act as emotional circuit breakers by circumventing clients’ tendencies to chase returns or run for cover in emotionally charged markets. In the process, advisors may save their clients from significant wealth destruction and also add percentage points—rather than basis points—of value.”*

*Kinniry, Francis M., CFA, Colleen M. Jaconetti, CPA, CFP, Michael A. DiJoseph, CFA, and Yan Zilbering. “Putting a Value on Your Value: Quantifying Vanguard Advisor’s Alpha.” (n.d.): n. pag. Jan. 2016. Web. July 2016.

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Investment and Insurance Products are:

Not Insured by the FDIC or Any Federal Government Agency
Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

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For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

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