Why choose Zeller Kern?
Zeller Kern is an independent financial advisor that provides objective advice with an extraordinary level of personal service. Because we are independent and fee-based, we are free from the conflicts of Wall Street. We manage your portfolio proactively, seeking to avoid major market declines while profiting from periods of opportunity.
Zeller Kern’s financial advisors hold the highest credentials. Wealth Manager 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 overwhelming rate our service “exceptional.”
At Zeller Kern, we help individuals and families achieve their financial goals, business owners excel in their wealth investments and their tax or exit planning, and physicians to systematize their practices and manage their wealth investments.
To learn more or schedule an appointment, contact us at (916) 436-8270 or 866-536-6131, or email us at info@zellerkern.com.
Zeller Kern’s News and Commentary
Bullish Sentiment and Ben Bernanke |
January 26, 2012 |
Well, the major indices of the U.S. market had a somewhat favorable run last week, with the S&P 500 finishing up a little over 1.3%. Bullish sentiment is reaching record levels on many fronts with extreme readings measured by Investors Intelligence, American Association of Individual Investors, Market Vane, and the put call ratio. The level of bullishness measured by these indicators has reached a surprising level and is interpreted as a contrarian indicator that stocks maybe reaching a climax. Do we think so? Not necessarily. Bullishness can continue to intensify raising market volume higher and pushing a wider number of stocks higher before it is complete. Let’s not forget that we have the expectation of Bernanke launching a QE3 money printing party that would most likely fuel a further rise in stock prices. But so far, the recent rise in stock prices does not have us convinced, yet, of its sustainability because of the narrow list of positive trending stocks and the lack of volume within the market overall. More>
Federal Income Tax Landscape for 2012-13
This short video explains what will change, what will not, and what actions Congress has yet to take on taxes. Learn about changes to personal income tax rates, long-term capital gains taxes, the Alternative Minimum Tax, Medicare taxes, and changes in depreciation and expensing for small business.