Mark W. Hogue, Vice President- Investments

Welcome to my web site, where you'll find a wealth of information about Wells Fargo Advisors' capabilities and how I can help you reach your financial goals.

I began my investment career in 1985 and have witnessed the full array of market conditions and how they can affect the personal lives of my clients and the clients of others.

Planning is the best way to accomplish your financial goals. Whether you are trying to decide how soon you can afford to retire, accumulating wealth or just preserving what you have to benefit the next generation, having a plan is key.

We'll implement that plan together with a diversified portfolio of bonds, stocks, certificates of deposit, money market, commodities, tax-deferred annuities and other unique tools.

As a portfolio manager myself, I allocate money among those asset classes which have the best balance between potential returns and stability. I diversify among different sectors and asset classes- overweighting some when the time is appropriate.

I complete my diversification by placing some money with independent portfolio managers who have a long history of proven success in specific areas.

Explore this web site to gain useful insight into market conditions and the current outlook of our research staff. Please contact me if I can be of service to you or to someone you know.

I hope you will take advantage of this resource and visit often. Be sure to add my site to your list of "favorites" in your Internet browser. I frequently update my information and I wouldn't want you to miss any developments in the area of personal finance.

 

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

More Calculators →

The Dynamics That Can Drive Inflation

High unemployment and slow wage growth seem to have kept consumer spending and core inflation from growing very rapidly in the first half of 2011. This article reminds investors to keep the potential risk of inflation in mind, because even modest price increases compounded over time can erode the purchasing power of the assets in their portfolios.

Building a Business Versus Building Wealth

The market for small businesses has been less than ideal over the past few years. Thus a business owner's efforts to build a successful business may not always translate to an increase in personal wealth. One way to insulate a business owner's personal financial situation from the fluctuating small-business market is by investing outside the company.

To Roll or Not to Roll: It's Your Choice

Some employers are encouraging departing employees to leave their retirement savings in their employer plans. But employees should make any decisions based on their own needs and concerns, not the former employer's. Read about the pros and cons of rolling over retirement plan assets to an IRA.

Using Living Benefits for Retirement Income

Many Americans are finding it difficult to predict how much they can save by retirement. Because traditional pensions are available to just one out of three workers today, a potential way of creating a guaranteed income stream in retirement is to purchase the guaranteed living benefits that are available with some variable annuities.

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