Phil Casey - Financial Advisor: Wells Fargo Advisors

09/29/2026

Estate planning terms can feel overwhelming. This glossary breaks down 10 key documents that may help clarify your wishes and support loved ones when it matters.

upcontent.com

09/23/2026

From overspending to overlooking health care costs, certain mistakes can complicate retirement. Learn planning considerations that may help support the future you envision.

wellsfargoadvisors.com

09/22/2026

Municipal market fundamentals remain broadly stable, but higher Treasury yields, record issuance, and declining reinvestment demand have contributed to increased volatility. Credit conditions continue to diverge across sectors, with Transportation and essential-service issuers generally remaining resilient while Higher Education and some Health Care issuers face ongoing pressures.

wellsfargomedia.com

09/18/2026

Wells Fargo Investment Institute examines the recent rise in bond yields amid tariff developments, rising energy prices, inflation concerns, and growing artificial intelligence-related debt issuance. Read our latest guidance on navigating market volatility and positioning portfolios for long-term opportunities.

wellsfargomedia.com

09/17/2026

Wells Fargo Investment Institute CIO Darrell Cronk joins CNBC's The Exchange to discuss why markets may have placed too much emphasis on the latest inflation data and what investors should watch next.

cnbc.com

09/16/2026

The Federal Open Market Committee raised the federal funds target range by 0.25 percentage point, to 3.75%–4.00%, marking the first increase since 2023.

wellsfargomedia.com

09/16/2026

Thinking about helping a family member buy a home? Learn how gifts, family loans, and trusts may offer important trade-offs and different paths to consider.

wellsfargoadvisors.com

09/15/2026

Teaching kids about money starts with everyday moments. Explore ways to encourage saving, spending, giving, and financial confidence in the next generation.

wellsfargoadvisors.com

09/14/2026

Mountain Bike Monday: My most recent bike ride showed the leaves starting to change. It's the early stages but it's a great time to be out in the mountains.

09/14/2026

A handful of companies increasingly dominate today's markets and investment conversations. Our chief investment officer explains why disciplined portfolio construction, diversification, and a clear view of expectations matter when market leadership narrows.
https://www.wellsfargomedia.com/im/ps/Research/wfii/wfii_reports/Investment_Strategy/state_of_the_markets.pdf