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-only, 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 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
J.P. Morgan Lost Money? |
May 16, 2012 |
As the media last week reported the news that J.P. Morgan lost $2 billion with their proprietary trading desk in London, it really should come as no surprise. One headline noted that there will be a Federal investigation. Investigate? Why? To find out that the major banks really don’t have any other way to make money under Bernanke’s ZIRP (Zero Interest Rate Policy), so they pursue speculative investment schemes to make money that is borrowed for next to nothing, and then leverage that money? What’s worse, is that they are loaned the money to do so, allowed to leverage that money, and then will be bailed out by the taxpayer once they finally go insolvent. 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.
Featured Article
What is an Ethical Will?
An Ethical Will may be the most important communication you ever share with your family.
Many individuals and families are looking for ways to pass on wishes and instructions to loved ones. Preparing a written statement or video recording can be very helpful in passing on this information.
A very effective method of passing onto loved ones and later generations our hopes, memories and values is an ethical will. Many affluent families are becoming aware of the concept of passing on wishes and instructions to loved ones in the form of a written document or a video recording that answers many of the key questions about who you are and what your hopes are of the wealth conveyed will bring to the heirs.