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Locality: Los Angeles, California

Phone: +1 310-443-2590



Address: 10877 Wilshire Boulevard, Suite 1700 90024 Los Angeles, CA, US

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Joseph L. M. Cervantes, Managing Director Investments: Wells Fargo Advisors 03.06.2021

Indulging children and grandchildren is one thing, giving money you can’t afford to give is something else. Get tips on finding the right balance from Head of Advice and Planning Michael Liersch.

Joseph L. M. Cervantes, Managing Director Investments: Wells Fargo Advisors 26.05.2021

How might investors interpret the narrowing in #creditspreads relative to the #yield on U.S. Treasury securities? #stockmarket #investing

Joseph L. M. Cervantes, Managing Director Investments: Wells Fargo Advisors 06.05.2021

As you prepare your taxes, consider these charitable giving strategies. #Taxplanning

Joseph L. M. Cervantes, Managing Director Investments: Wells Fargo Advisors 28.04.2021

Speaker Nancy Pelosi pledged swift work by Congress on the proposed $2 trillion #infrastructure package. See #sector recommendations here.

Joseph L. M. Cervantes, Managing Director Investments: Wells Fargo Advisors 21.04.2021

The second year of an equity bull market has typically produced positive, but lower gains, accompanied by higher volatility. Learn more here. #investing #equity

Joseph L. M. Cervantes, Managing Director Investments: Wells Fargo Advisors 13.04.2021

See how the S&P 500 posted its longest weekly winning streak since October as Wall Street anticipated the start of corporate earnings season. #StockMarket #SP500 #RecordHigh

Joseph L. M. Cervantes, Managing Director Investments: Wells Fargo Advisors 04.04.2021

Worried about how to pay your #tax bill? Connect with me to learn about your options.

Joseph L. M. Cervantes, Managing Director Investments: Wells Fargo Advisors 15.03.2021

How might #creditspreads typically move at any given point in the #economic cycle? #stockmarket #investing

Joseph L. M. Cervantes, Managing Director Investments: Wells Fargo Advisors 20.02.2021

What are the emerging investment trends in 2021 and beyond? Learn about new opportunities to consider. #investing #2021Trends

Joseph L. M. Cervantes, Managing Director Investments: Wells Fargo Advisors 13.02.2021

Are your investments tax-efficient? Get tips on managing your portfolio’s tax exposure from Investment Strategy Analyst Michelle Wan. #Taxplanning

Joseph L. M. Cervantes, Managing Director Investments: Wells Fargo Advisors 03.02.2021

What short- and long-term effects may deficit spending have? 30 years of government data help answer that question here. #inflation #markets

Joseph L. M. Cervantes, Managing Director Investments: Wells Fargo Advisors 28.01.2021

How might the president’s proposed $2.25 trillion fiscal package be funded, what are the highlights, and what may that mean for investors?

Joseph L. M. Cervantes, Managing Director Investments: Wells Fargo Advisors 20.01.2021

See how the S&P 500 topped 4,000 as tech shares rallied and investors digested a massive infrastructure plan. #StockMarket #SP500 #RecordHigh #Stimulus

Joseph L. M. Cervantes, Managing Director Investments: Wells Fargo Advisors 20.12.2020

Technology’s share of big-ticket spending rose to nearly 16% in October from little more than 13% a year earlier. Learn more about the boost to high-tech spending in our report. #investing

Joseph L. M. Cervantes, Managing Director Investments: Wells Fargo Advisors 09.12.2020

The new stimulus package, #COVID19 vaccines, and the market’s faith in 2021. #stockmarket #equities

Joseph L. M. Cervantes, Managing Director Investments: Wells Fargo Advisors 03.12.2020

In November, China exported $268 billion in goods, the highest level in the country’s recorded history. Learn more about the impact of China’s growth in our Chart of the Week. #investing #equities

Joseph L. M. Cervantes, Managing Director Investments: Wells Fargo Advisors 25.11.2020

What $900 billion in government relief could mean for investors our breakdown of the deal. #stimulus #Congress

Joseph L. M. Cervantes, Managing Director Investments: Wells Fargo Advisors 09.11.2020

We review the possible impact of expected changes to the Federal Open Market Committee in 2021 in our report.

Joseph L. M. Cervantes, Managing Director Investments: Wells Fargo Advisors 28.10.2020

Ever wonder how fear of missing out (FOMO) might affect your portfolio? Read Portfolio Perspectives: Indecisive? Try Dollar Cost Averaging to help achieve time in the market rather than timing the