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Category Archives: On the Trading Desk
Dr. Brian Jacobsen, CFA, CFP®, chief portfolio strategist with Wells Fargo Funds Management, LLC, provides an update on the health of the economy in the U.S. and in Europe in this On the Trading DeskSM excerpt from Tuesday, October 28, … Continue reading
Joining us with an update on the health of the economy in the U.S. and in Europe is Dr. Brian Jacobsen, CFA, CFP®, chief portfolio strategist at Wells Fargo Funds Management, LLC. Listen to the podcast.
Families, and financial advisors who help them, benefit from taking time to discuss their financial future together. Wayne Badorf, CFP®, CFS®, head of intermediary sales for Wells Fargo Asset Management and the firm’s resident expert on practice management and the … Continue reading
Sharp market moves, like what we experienced mid-October, concern investors and leave them worried: Has this bull of a market tired out? It’s more important to understand the distinction between bear markets and corrections. Here to help is John Manley, … Continue reading
A family meeting regarding personal finances, led by a financial advisor, helps future generations learn the value of a dollar—in the context of family values. Here to explain is Wayne Badorf, CFP®, CFS®, head of Intermediary Sales with Wells Fargo … Continue reading
During a time of transition in the bond market, we highlight the value of a team approach to investing. In this excerpt of On the Trading DeskSM from Tuesday, October 14, 2014, three portfolio managers from three areas of the … Continue reading
Given the economic and interest-rate environment the fixed-income market faces today, it’s understandable that investors are focused on risk. We’re finding out how one management team filters for risks in the bond market to help preserve alpha for investors. Maulik … Continue reading
Three portfolio managers from Wells Capital Management, Inc. take us behind the scenes for a look at their fixed-income trading desk and the team who sits around it. Municipal bond manager Lyle Fitterer, CFA, CPA; corporate bond manager Janet Rilling, … Continue reading
John Manley, CFA, chief equity strategist at Wells Fargo Funds Management, LLC, addresses the big topics rocking the equity markets in this excerpt of On the Trading DeskSM from Tuesday, October 7, 2014. Listen to the full interview. We’ve got … Continue reading