Guidance

Value of Asset Allocation

Value of Asset Allocation

The Value of Asset Allocation

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2026 Tax Tables

2026 Tax Tables

2026 Tax Planning Tables At-A-Glance

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Market Resilience

Market Resilience

S&P 500 Index total return during bull and bear market cycles.

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Staying the Course

Staying the Course

A downturn is no reason to exit the market.

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P/E Ratios and Equity Returns

P/E Ratios and Equity Returns

Forward P/E and Susequent 1-year returns

Forward P/E and subsequent 5- year annualized returns

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Risk Investing and the Power of Compounding

Risk Investing and the Power of Compounding

Change in purchasing power by investment in major asset class.

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Fixed Income Yields and Forward Returns

Fixed Income Yields and Forward Returns

Yield-to-worst and subsequent 5-year annualized returns.

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Time, Diversification, and the volatility of returns

Time, Diversification, and the volatility of returns

Range of stock, bond, and blended total returns. 

Annual total returns, 1950-2024

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Capital Market Summary

Capital Market Summary

Wells Fargo Investment Institute Global Investment Strategy As of 12/31/2025

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Bear Markets Chart

Bear Markets Chart

Take a look at our at one of our favorite figures, our Bear Markets Chart.