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
It's Greece Again |
February 2, 2012 |
Well, we began the week by waking up Monday morning to see the market turn on a dime and head downward. Although the current upward strength in the market may remain intact, investors were slightly more worried about the risk in Europe. The folks in Euroland are having their 17th summit in the last two years to discuss how they can possibly pay for all of their prior bailouts, and more specifically Greece. Greece is back in the spotlight again as they are looking for further financial support. This is while Greece has flatly rejected any suggestion that the legislative powers be handed over to an EU budget commissioner with veto powers over Greek taxes and spending. The European Commission stated that it wants to institute its monitoring of Greek finances, but Greece should retain sovereign control. Market participants are having somewhat of a flashback to last quarter when risk seemed higher than they have in the last several weeks. This had the markets trading lower in Europe about .75%, on Monday morning. 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.