Our Calendar


As the second longest bull market in history continues, many investors have questions such as:

  • Where are we in this economic cycle?
  • Where are we in this market?
  • What investment strategies can be considered in my portfolio?

To find out what investors may encounter down the road, please join us for an educational seminar:


Economic and Market Strategy Update

Date/time: Saturday, September 30th from 10am to 12pm

Location: Martin Wealth Management, Inc.

                 1145 Merrill Street, Menlo Park


Laura Martin Miri, Managing Director- PIM Portfolio Manager, will present what the Wells Fargo Investment Institute has forecasted for the rest of 2017. She will also discuss how portfolios are being positioned for what we see ahead.

Brunch will be served and you are welcome to bring a friend! Call Barbara at 650-289-0980 or email her at Barbara.Lam@wfafinet.com to reserve your seats. As space is limited, we ask that you RSVP by September 22nd.


This event is educational in nature- no company specific products will be discussed.

Wells Fargo Investment Institute is a registered investment adviser and wholly-owned subsidiary of Wells Fargo & Company and provides investment advice to Wells Fargo Bank, N.A., Wells Fargo Advisors, and other Wells Fargo Affiliates. Wells Fargo Bank, N.A. is a bank affiliate of Wells Fargo & Company.