Step 2: Review Your Investments

Asset allocation is a dynamic process that should change with your circumstances and the market. As you hit milestones in your life or the market makes big moves in one direction or the other, you should re-examine your asset allocation and make changes accordingly.

Any tax or legal information in this website is merely a summary of our understanding and interpretations of some of the current income tax regulations and is not exhaustive. Investors should consult their tax advisor or legal counsel for advice and information concerning their particular situation. Wells Fargo Funds Management, LLC, Wells Fargo Funds Distributor, LLC, nor any of their representatives may give legal or tax advice.

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