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Address:

12140 Carissa Commerce Court Suite 100
Fort Myers, FL 33966

Phone:

(239)479-7979

Fax/Other:

(239) 275-0084

The Nolte News 1st Quarter 2019


Happy New Year from all of us at the Nolte Wealth Management Group of Wells Fargo Advisors. We hope all of our clients and friends enjoyed a holiday season filled with peace, happiness and good tidings.

As we approached the new year, our team took a moment to reflect back on ourselves and the reasons we are so passionate about the success of our clients. For Nick, his passion stems from a personal experience with his family as they tried to sell a company but weren’t prepared for the implications. For Al, it’s been the many times he’s met individuals with an abundance of resources but too much stress because they didn’t have a plan to handle it. No matter what situation our clients and friends face, we are dedicated to finding a positive solution.

As we look forward to 2019, we have new opportunities to efficiently serve you and remain committed to providing quality service. Please take a moment to read about our new virtual advisor capabilities and schedule your next meeting from the comfort of your own home.
 

Virtual Advisor

The Nolte Wealth Management Group is going digital. We have on boarded technology that allows us to connect with clients anywhere in the world using video software. Our goal is to provide flexibility and ease of scheduling while maintaining our accessibility to clients. We believe that those who travel often or have a residence outside of Southwest Florida will find our new Virtual Advisor technology particularly convenient.
Schedule a virtual advisor meeting
 

Market Volatility

Investors have enjoyed the longest bull market on record, but between the midterm elections, a strong economy and workforce, and a slowing housing market, projections are mixed. Read up on the latest market volatility report from Wells Fargo experts.
Read the story
 

2019 Market Outlook

The new year marks a number of changes in long-term trends. From the ending of extraordinary stimulus to the end of extremely low volatility across equities, rates and currencies 2019 is shaping up to a very different year from 2018. We encourage you to explore the 2019 market outlook below to learn about the many projected shifts and suggested adjustments.
Read the story
 

Hot Topics


 

Consumer Nation: Can Confidence Drive the Economy?

Confidence dropped slightly in November, but remained at elevated levels not seen since the dot.com boom. However, all three major stock market indexes fell into negative territory for the year on November 20.
Read more

Know your Mutual Funds

Mutual funds offer a convenient way to participate in a variety of market activity that would be difficult for most investors to achieve by purchasing individual securities. With almost 8,000 funds available on the U.S. market, you should be able to find appropriate investments to pursue your goals.
Read more

Low-Volatility Strategies for a Less-Stressful Ride

Volatility refers to stock market ups and downs, but few investors worry about the ups. It’s the downs that may cause investors to lose sleep at night. If you don’t need the money in your portfolio for a long time, you may be better off tuning out day-to-day movements in the market and sticking with your investment approach.
Read more
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Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC.
 
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