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

Credit Card Debt

How Long Will It Take to Pay my Balance?

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

Disability Income Insurance

How much Disability Income Insurance do you need?

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

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Newsletters

Protection from a Range of Liability Claims

It's projected that American companies will face $183 billion in tort costs in 2011, and $152 billion of that will land on the books of small businesses. Fortunately, there are several forms of business liability insurance that can help offset these unforeseen costs.

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.

Rising Popularity of Roth IRA as Retirement Vehicle

Investment in the Roth IRA has been growing dramatically. Fueling the growth of this popular investment vehicle are tax-free distributions in retirement and no mandatory withdrawals due to age. Compare the trade-offs of Roth IRAs with traditional IRAs, including eligibility limitations, annual contribution limits, and withdrawal considerations.

Another Economic Stimulus

Temporary incentives could affect businesses of all sizes. Although Congress was unable to tackle the controversial issue of future income tax rates before the 2010 midterms, it quietly passed a little-noticed tax package, the Small Business Jobs Act of 2009 (H.R. 5297), that may benefit small businesses and even individual taxpayers.

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