Aaron M. Johnson, MBA - Senior Financial Advisor: Wells Fargo Advisors

09/03/2026

Solo aging can offer independence, but it also makes planning ahead essential. Learn steps that may help you prepare for caregiving, health costs, trusted support, and the future you want.

wellsfargoadvisors.com

09/01/2026

Gifting the family home can help preserve your legacy and potentially reduce estate taxes. Learn what to consider and whether it may be right for you.

wf.com

08/31/2026

Markets can shift quickly, causing portfolio allocations to drift away from their intended targets over time. Wells Fargo Investment Institute believes a disciplined rebalancing approach can help investors manage risk, maintain diversification, and stay aligned with long-term investment goals.

wellsfargomedia.com

08/27/2026

Not all trusts serve the same purpose. Learn how different trust structures may help address privacy, flexibility, asset transfer, and long-term planning for families.

wellsfargoadvisors.com

08/26/2026

Diversification is about more than simply owning a larger number of investments. It is about combining assets that may respond differently to changing market conditions.

Alternative investments can play a valuable role by providing exposure beyond traditional stocks and bonds. Depending on the strategy, they may help broaden portfolio diversification, reduce reliance on a single market driver, and create access to different sources of potential return.

Of course, alternatives are not appropriate for every investor. They may involve higher fees, limited liquidity, greater complexity, and additional risk. The right allocation should always reflect an investor's goals, time horizon, liquidity needs, and risk tolerance.

This video discusses why alternative investments may be worth considering as one component of a thoughtfully diversified portfolio. Please reach out if you have any questions or would like to discuss further.

08/25/2026

Who's taking over the family business? Learn why clear expectations, thoughtful policies, and support for key employees can help strengthen a succession plan.

wellsfargoadvisors.com

08/24/2026

A lasting family legacy is built on more than wealth. From practicing open communication and sharing values to early involvement with future generations, families can help strengthen their legacy for years to come.

wellsfargoadvisors.com

08/20/2026

The latest economic data has investors asking a big question: Will the Fed stay focused on inflation, or shift more attention to slowing job growth? Tony Miano shares what he's watching and why shorter-term bonds continue to stand out in today's market.

wellsfargoadvisors.com

08/20/2026

Trump Accounts are a new investment account option for children. Learn who may be eligible, how the accounts are designed to work, and what families may want to consider.

wellsfargoadvisors.com

08/19/2026

Raising humble kids starts with everyday conversations and intentional choices. Learn ways to help children build gratitude, responsibility, and a healthy understanding of wealth.

wellsfargoadvisors.com