Wells Fargo Advisors

Uncomplicated strategies for complex issues.....



 

On our Web site, you'll find valuable information for evaluating your current position and progress toward financial goals. We offer educational articles that outline financial concepts and highlight products designed to fill the gaps in your investment plan. You'll also find calculators that will help you assess your current and future needs. Please remember to visit our Web site often, as our content is constantly changing.

For help with your financial management, or for more information, please contact us today.


 

*Wells Fargo Advisors is not a legal or tax advisor.

 

What sets Oakley•Wanebo•Love•Keller

Wealth Management Group apart?



 

 

PROCESS. Our multi-member team works together to prioritize your goals and analyze your resources. We then design an investment plan and present it to you for feedback — implementing the plan only when we know you are satisfied. We believe this process provides a sustainable method towards helping achieve your goals.


 

REVIEW. Through each step of our process, the team provides input. We stay abreast of your goals and constantly re-evaluate the most appropriate means to achieve them.


 

CONSISTENCY. From your very first meeting, you become the focus of a team that applies their many years of collective financial experience to the serious business of managing your investments.  It is our belief that having more than one person manage assets tends to add predictability to the investment approach.


 

CONTINUITY. If a team member vacations or retires, you will always reach a qualified advisor with your questions and concerns. Smooth, gradual transitions help your investment approach remain consistent.


 

INTERGENERATIONAL. A carefully crafted investment plan can fail if it is not maintained. We provide the link from your plan to surviving spouses and other heirs. Similarly, our team’s formal process and systems ensure the continuity of your plan within our business.


 

HELP. Through Wells Fargo Advisors, we can access national-caliber professionals in all areas of wealth management. We do not hesitate to seek them out on your behalf. We also welcome the opportunity to coordinate your plan closely with your CPA and attorney.
Calculators

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.

More Calculators →

Newsletters

New Opportunity Under the Federal Gift Tax

The 2010 Tax Relief Act raised the lifetime gift-tax exclusion to $5 million. This means it could be a good time to make the most of tax-free gift transfers. If so, it's important to understand the annual and lifetime gift exemption limits, as well as which gifts might not be subject to them.

What Do Price/Earnings Ratios Really Have to Offer?

It's not hard to find the price/earnings ratios of publicly traded companies or even the market as a whole reported in the news. Unfortunately, it may be difficult to understand what the numbers mean without the ability to make meaningful comparisons.

On the Committees

The closely watched "yield curve" has been fairly adept at signaling the onset of U.S. economic recessions. A yield curve inversion would seem to be a fairly straightforward method for ascertaining the direction of the economy, but more often than not it's not so simple.

Growth, Value, or Both

The average annual return for large-cap value stocks was about 2.1% higher than for large-cap growth stocks, yet growth stocks outperformed value stocks in 13 out of 30 years. This article examines the difference between the two approaches and describes why holding both may help investors take advantage of a variety of market conditions.

More Newsletters →