Wells Fargo Advisors

Clockwise from left:

Richard M. Gordon   
Senior Vice President - Investments

Max Nutkowitz, CFP®   
Vice President - Investments

Judith Johnson     
Senior Registered Client Associate

 

 

 

Our team is part of the Wells Fargo Advisors office in downtown Chicago, Illinois.  Richard Gordon and Max Nutkowitz have over 40 years combined experience helping people invest their money for the future.  We follow a disciplined and conservative approach to investing and planning.

Welcome to our Web site, where you'll find a wealth of information about our capabilities and how we can help you reach your financial goals.  We hope your visit will help you understand the opportunities and potential rewards that become available when you take a proactive approach to your personal financial situation.

We created this Web site to help you gain a better understanding of the financial concepts behind:

  • Investing
  • Retirement
  • Estate Planning
  • Wealth Preservation

Most importantly, we hope you see the value of working with us to pursue your financial goals.

Click here to see our list of upcoming seminars, and to reserve a seat online.
 

 
Calculators

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

Federal Income Tax

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

Savings Accumulation

Estimate the future value of your current savings.

Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.

More Calculators →

Newsletters

Patching the Alternative Minimum Tax

The future of the AMT is uncertain, yet it is important to consider the possible effects of the AMT on your tax situation.

One Final Letter

A letter of instructions can help someone clearly state his or her preferences for many important issues such as organ donation, funeral arrangements, and other details not enumerated in a trust.

Recapping Market Capitalization

The blurring of lines between large-cap, mid-cap, and small-cap companies is an indication that it may be time to evaluate whether your portfolio holdings have shifted toward or away from your investment objectives.

When Tea Leaves Won't Do

Economic indicators can be a good source of clues about trends, but it takes experience and skill to interpret their meaning.

More Newsletters →