Independent. Objective. Focused On Your Goals.
Zeller Kern is an independent financial advisor that provides objective advice with an extraordinary level of personal service. Because we are independent and commission-free, we avoid the conflict of interest that can happen when advisors stand to gain financially from their recommendations. 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. 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.”
At Zeller Kern, we help individuals and families achieve their financial goals, business owners to increase their wealth and provide exit planning, and physicians to systematize their practices and manage their 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
The Market Behaving As Expected |
May 16, 2013 |
As the market made its new high last week, it also punctured the minimum target range that we expected and published at the beginning of the year. At the start of 2013, we posted our forecast of the S&P 500 likely entering into a range of 1630–1650, with an extreme target of 1711, before this cyclical bull market makes its completion. Well, by the end of last week, the S&P 500 reached the 1634 level. Keep in mind, that at the beginning of the year, the S&P 500 was at the 1460 range. More>
The American Taxpayer
Relief Act of 2012
The American Taxpayer Relief Act prevented the country from going over the “fiscal cliff” by extending many tax provisions and postponing automatic spending cuts. Many of 2012’s tax provisions were made permanent. There have been some changes, however, such as a new top income tax tier of 39.6% and a new 20% rate for capital gains and dividends for top income earners. This short video explains important highlights of the new tax law.