Phil Casey - Financial Advisor: Wells Fargo Advisors

Phil Casey - Financial Advisor: Wells Fargo Advisors As a Financial Advisor, I work to help people obtain financial confidence.

This may entail planning for retirement, saving for education, preserving wealth or leaving a legacy.

Recently ran a booth for Wells Fargo Advisors at the Weber County Fair.  It was a nice change of pace being at the Fair ...
08/26/2026

Recently ran a booth for Wells Fargo Advisors at the Weber County Fair. It was a nice change of pace being at the Fair and meeting a lot of people. Even broke out my Cowboy hat for one day.

Creating income in retirement takes planning. These steps may help you estimate expenses, identify income sources, addre...
08/25/2026

Creating income in retirement takes planning. These steps may help you estimate expenses, identify income sources, address gaps, and develop a withdrawal strategy.

wellsfargoadvisors.com

Mountain Bike Monday:  The recent monsoonal storms have tampered down the moon dust and made rides more enjoyable.  I've...
08/24/2026

Mountain Bike Monday: The recent monsoonal storms have tampered down the moon dust and made rides more enjoyable. I've heard some call it "Hero Dirt". The goldilocks of dirt of not too wet and not too dry. Here are some photos of a couple different rides at North Fork.

Municipal market fundamentals remain supportive despite record issuance, higher interest rates, and elevated geopolitica...
08/24/2026

Municipal market fundamentals remain supportive despite record issuance, higher interest rates, and elevated geopolitical uncertainty. Strong reinvestment demand, positive fund flows, and favorable technical conditions continue to absorb supply and support valuations. While overall credit quality remains stable, rating momentum has slowed, and credit conditions are becoming increasingly differentiated across sectors and issuers.

wellsfargomedia.com

Treasury buybacks are back in focus as the U.S. Treasury moves to increase repurchases of long-dated Treasuries in an ef...
08/21/2026

Treasury buybacks are back in focus as the U.S. Treasury moves to increase repurchases of long-dated Treasuries in an effort to improve liquidity and ease pressure on interest rates. Read Wells Fargo Investment Institute's latest perspective on what this means for fixed income markets and investor portfolios.

wellsfargomedia.com

Wells Fargo Investment Institute updates its guidance and market targets as inflation pressures persist. New views highl...
08/17/2026

Wells Fargo Investment Institute updates its guidance and market targets as inflation pressures persist. New views highlight opportunities in Communication Services, evolving energy trends, and AI-driven earnings growth through 2027.

wellsfargomedia.com

Clients are invited to join our senior strategists at Wells Fargo Investment Institute on Wednesday, August 12 at 4:15 E...
08/12/2026

Clients are invited to join our senior strategists at Wells Fargo Investment Institute on Wednesday, August 12 at 4:15 E.T. for a roundtable discussion on the markets and economy.

wellsfargoadvisors.com

Has the market rally gained credibility? Wells Fargo Investment Institute CIO Darrell Cronk shares why he thinks recent ...
08/11/2026

Has the market rally gained credibility? Wells Fargo Investment Institute CIO Darrell Cronk shares why he thinks recent market performance has made the rally more "believable" and gives additional perspective.

cnbc.com

Wells Fargo Investment Institute examines the recent rise in market volatility driven by inflation concerns, higher inte...
08/05/2026

Wells Fargo Investment Institute examines the recent rise in market volatility driven by inflation concerns, higher interest rates, energy price pressures, and uncertainty around AI-related spending. Read their latest guidance on positioning portfolios amid today's market turbulence.

wellsfargomedia.com

Uncertainty is part of every investment journey—but how you respond can make all the difference. In this report, Wells F...
08/03/2026

Uncertainty is part of every investment journey—but how you respond can make all the difference. In this report, Wells Fargo Investment Institute outlines four practical steps to help investors stay prepared.

wellsfargomedia.com

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Holladay, UT
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