Independent. Objective. Focused On Your Goals.
Zeller Kern is an independent financial advisor that provides objective advice with an extraordinary level of personal service.
At Zeller Kern, we help individuals and families achieve their financial goals and business owners to build their wealth, minimize their taxes, and plan a business exit strategy. We work closely with physicians to systematize their practices and manage their investments.
Zeller Kern’s financial advisors hold the highest credentials backed by many years of experience. Advisor One Research Magazine, Financial Advisor Magazine, and the prestigious Paladin Registry rank us among the nation’s top wealth management firms. Our strongest recommendations come from our clients, who overwhelmingly rate our service “exceptional.”
Our business is built on integrity. Financial planners should provide advice in an environment that minimizes the potential for conflicts of interest that can happen when advisors stand to gain financially from their recommendations. We are commission-free advisors.
To learn more or schedule an appointment, contact us at (916) 436-8270 or 866-536-6131, or email us at firstname.lastname@example.org.
Zeller Kern’s News and Commentary
Enjoying Mr. Bubbles
December 4, 2013
As we enjoy the onset of the holiday season, investors are also enjoying the performance of the U.S. equity market for 2013. Performance for the major indexes are well up into the double digit range year to date, with the Dow Jones Industrial Average up 22.76%, the S&P 500 up 26.63%, the NASDAQ up 34.46%, and the Russell 2000 Index up 34.56%. At the end of 2012 and at the beginning of this year, we argued that the domestic equity market would likely rise substantially for several reasons including, a record level of stock buy backs by publicly traded companies, a continued trend in favorable earnings reports, a rotation out of bonds... More>
Higher income earners are facing a significantly changed landscape for the 2013 tax year. This short video explains some of these changes, which include a new 39.9% tax bracket, a higher tax rate on long-term capital gains and qualifying dividends, and higher taxes for Medicare.