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June 15, 2021

The Balance Between Edge and Conviction

Developing an edge in the stock market has always been a significant challenge. The collective wisdom of the market is typically correct, and that leads to very efficient asset pricing in most cases. For that reason, most investors who think they have an edge don’t really have one.

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Wells Fargo Asset Management

May 6, 2021

Exploring the World of SPACs

In this edition, Bob Gruendyke, Senior Portfolio Manager with the Heritage Growth Equity team at Wells Fargo Asset Management (WFAM), speaks about the recent phenomenon across the investing community of special purpose acquisition companies, otherwise known as SPACs.

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Wells Fargo Asset Management

March 18, 2021

Embrace Tomorrow: Balancing Innovation with Scientific Learning

This episode features a conversation about scientific learning and how innovative technologies can supplement time-tested and proven investment processes. Today, Randy Mangelsen, Co-Head of the Investment Analytics team at Wells Fargo Asset Management (WFAM), joins the program to discuss this topic

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Interactive Advisors

March 15, 2021

A Quick Tax Guide for Stock Gains

2020, for all of its chaos and upheaval, ended up being a fantastic year for many investors, and particularly first-time investors. But now that we’ve entered tax season, a great many of them are finding that they have to pay taxes on the wild gains from their stocks.

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February 26, 2021

The Queen’s Gambit Declined

The game of chess shows us that there are reasons why declining to take a particular position today may actually offer better long-term prospects for portfolios, and a higher probability of winning the long game.

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