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Commentary

"An intelligent plan is the first step to success. The man who plans knows where he is going, knows what progress he is making and has a pretty good idea when he will arrive."
– Basil S. Walsh

Market & Economic Commentary

Confident or Complacent?, Wells Fargo Investment Institute, 1/27/2021Note to Clients – Market psychology is a funny thing, 9/3/2020 Note to Clients- Virus & Volatility: Our Perspective, 4/28/2020 4 Reasons for Optimism, Wells Fargo Investment Institute, 3/23/2020 Note to Clients- Virus & Volatility, 3/18/2020 Six strategies for weathering market volatility Key IRA Impacts of the 2019 SECURE ACT, WFA Jan 2020 Neutral For Now, Wells Fargo Investment Institute, 8/7/2019 U.S. Equities after July's Record High- What's Next?, Wells Fargo Investment Institute, 7/9/2019 Smart Investing When Uncertainty Creates Fear, August 2015
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Prentis Wealth Management Group of Wells Fargo Advisors

Planning Essentials

2020 Tax Planning TablesSaving for CollegeDivorce- A Guide to Financial Considerations Throughout the ProcessTax Strategies for Higher-Income Taxpayers Social Security and Your Retirement Guide to estate planning

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