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.

 
Calculators

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70.

Lease Interest

What's the interest rate on the lease you're considering?

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.

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Newsletters

What Do Price/Earnings Ratios Really Have to Offer?

It's not hard to find the price/earnings ratios of publicly traded companies or even the market as a whole reported in the news. Unfortunately, it may be difficult to understand what the numbers mean without the ability to make meaningful comparisons.

Protect Your Business with a Disaster Readiness Plan

Most people think of hurricanes, tornados, and earthquakes as events that could seriously affect the operations of a business and result in shortages of goods and materials. But even a fire or a flood in the warehouse can cause operations to come to a grinding halt. By one estimate, one-quarter of businesses never reopen after a major calamity.

Be Ready for a Change in Interest Rates

Fluctuating interest rates can be challenging for bond investors who want to reinvest their principal. When rates are low, they may have to accept lower yields; when rates rise when principal is tied up, they may not be able to benefit. One strategy to help manage reinvestment risk is to build a bond ladder.

Never Retire? Don't Count on It

In a recent survey, just 40% of wealthy individuals indicated they are totally confident they will have enough money for retirement. The other 60% said they will shun traditional retirement and work as long as possible. However, it could be dangerous to believe that a retirement income shortfall can be overcome by working past the traditional retirement age.

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