Hal M. Finberg, Financial Advisor

Hal M. Finberg, Financial Advisor Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social

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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

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.

The Diversified Stock Income Plan (DSIP) List has an extensive track record, dating back to its inception of November 30...
02/20/2024

The Diversified Stock Income Plan (DSIP) List has an extensive track record, dating back to its inception of November 30, 1993 — our new report takes a look back at the List's performance, volatility, and dividend growth over the years.

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The question we were asking as strategists, given the magnitude of the performance differential, was "Is there an opport...
02/06/2024

The question we were asking as strategists, given the magnitude of the performance differential, was "Is there an opportunity here?" The S&P 500 as a whole appears expensive, but we want to take advantage of select opportunities as they arise.

saf.wellsfargoadvisors.com

Reviewing recent changes to tax laws could benefit your wealth planning for the year to come — and the years ahead. Cons...
01/25/2024

Reviewing recent changes to tax laws could benefit your wealth planning for the year to come — and the years ahead. Consider discussing these four issues with your advisors.

lifescapes.wellsfargoadvisors.com

01/16/2024

When have stock markets historically bottomed during tightening cycles? Our Chart of the Week considers this question, as well as implications for investors.

In our view, 2024 will be a tale of two halves in terms of Treasury yields – read this week's Chart of the Week for more...
12/13/2023

In our view, 2024 will be a tale of two halves in terms of Treasury yields – read this week's Chart of the Week for more.

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How have equity market returns been impacted during election years?
11/28/2023

How have equity market returns been impacted during election years?

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Our latest Chart of the Week details how, in six of the past eight recessions, the yield curve has moved from negative t...
11/07/2023

Our latest Chart of the Week details how, in six of the past eight recessions, the yield curve has moved from negative to positive slightly before or just about the time the recession appeared.

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The FOMC kept the federal funds rate unchanged at 5.25% – 5.50%. We share insight on the reasoning and more on the Fed's...
09/28/2023

The FOMC kept the federal funds rate unchanged at 5.25% – 5.50%. We share insight on the reasoning and more on the Fed's current plans:

saf.wellsfargoadvisors.com

See how the S&P 500 performed amid incoming inflation data ahead of next week's Federal Reserve policy meeting. Also, ge...
09/20/2023

See how the S&P 500 performed amid incoming inflation data ahead of next week's Federal Reserve policy meeting. Also, get a look ahead at upcoming economic and earnings releases.

www.wellsfargoadvisors.com

Another budget impasse is leaving the federal government on track for a shutdown at the start of the fourth quarter.
09/19/2023

Another budget impasse is leaving the federal government on track for a shutdown at the start of the fourth quarter.

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77 Sugar Creek Center Boulevard
Sugar Land, TX
77478

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+12813408877

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