Sergio Burzotta, AAMS

Managing Director - Investments, Senior PIM Portfolio Manager

Investment Resources

Saving for retirement, planning your estate, or investing for the future? Take a look at some of the useful articles we’ve gathered to help you learn more.

News and Insights

Wells Fargo Investment Institute State of the Markets

State of the Markets

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Stock Market News

Stock Market News

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Weekly Market Commentary

Market Commentary

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Looking Ahead

Looking Ahead

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Wells Fargo Advisors Portfolio Perspectives

Portfolio Perspectives

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Wells Fargo Investment Institute Chart of the Week

Chart of the Week

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Bond Market Commentary

Bond Market Commentary

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Estate Planning

Estates and Trusts

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Wells Fargo Advisors Investment Strategy

Investment Strategy

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FA Insights

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Financial Calculators

Retirement and Inflation

Taxes and IRAs

Savings and Investing

Cash Management

Risk Management

Estate Planning

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