Resources

Old Salmon Falls Bridge, El Dorado Hills, CA

Integrated planning, disciplined investment management and advanced technology helps us manage your wealth to positively impact your family's life today and put a plan in place to prudently distribute your assets in the future.

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Diversification

We've all heard that old adage "Don't put all your eggs in one basket", but having a diversified portfolio is supposed to be more intentional - more deliberate than just having a lot of baskets.

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Emotion Based Investing

Abesent of a methodical plan and approach, investors can easily get caught up in the trap of emotional investing.

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Additional Resources

Articles

Educate yourself on a variety of financial topics.

Calculators

A host of financial tools to assist you.

Newsletters

Our financial newsletters are designed to provide helpful information.

Glossary

Financial terms from A to Z.

Tax library

Manage your taxes and prepare for the upcoming tax season.

Videos

These engaging, short animations illustrate key financial concepts and current events.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP^® certification mark, the Certified Financial Planner^™ certification mark, and the CFP^® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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

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For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

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