Wells Fargo Advisors Financial Network

Are You Ready To Go Pro With Your Financial Future?

 

The only constant in life is change. From birth to adulthood, from just starting out to entering retirement, from one generation to the next - your needs change as your life evolves. There are new challenges and opportunities around every corner.

Our team is comprised of experienced professionals who can help you identify and articulate your dreams and priorities. We particularly enjoy guiding clients through complex financial markets and explaining sophisticated investment strategies in meaningful terms.

At Wentz Financial Group, we never lose sight of whose trust is placed with our practice.

 
Learning Center
  • Articles

    Articles

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  • Calculators

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  • Newsletters

    Newsletters

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  • iMoney

    iMoney

    Ideas to help simplify everyday finances.

  • Glossary

    Glossary

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Calculators

Lifetime Earnings

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

Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.

Credit Card Debt

How Long Will It Take to Pay my Balance?

Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.

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Newsletters

ETFs for the Conservative Investor

The number of exchange-traded funds has grown rapidly in the last decade. Total ETF assets exceeded $1 trillion in March 2011, an increase of more than $200 million over the previous year. This article explains the potential benefits of ETFs and why some of them might appeal to the risk-averse.

Retaining MVPs with Executive Bonus Life Insurance

An economic recovery is likely to bring more job opportunities to top performers, but it could prove costly for businesses to replace productive employees who decide to leave. An executive bonus plan funded with cash-value life insurance can be used to reward and retain an organization's most valuable employees.

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.

Help Keep Your Estate Out of Probate

Anyone who has seen an estate go through probate knows that it's the legal equivalent of having a tooth pulled. But just like tooth decay, probate may not be entirely avoidable.

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Market Watch

January 27, 2012 @ 10:40 PM

Dow Jones Industrials 12,660.46- 74.17
Nasdaq Composite 2,816.55+ 11.27
S&P 500 1,316.33- 2.10
10 Year Treasury Note 1.90- 0.03
Wilshire 5000 13,819.49+ 3.22

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