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Comprehensive Wealth Planning and Management
Our Focused Wealth™ Process for building and managing your wealth.

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Helping you chart a course for a secure retirement.

Investment Management
Objective investment guidance tailored to your life's goals.

Focused Wealth™ Legacy Planning
Preserving your family wealth and well being for generations.

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Bringing your financial and legal team together.

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Access accounts and documents via one convenient page.

  

Library / Links


At Zeller Kern, we believe that the better informed you are about investments, finance and business, the better your decisions about managing your wealth will be. We also believe it is just as important to take good care of your health and enjoy life to its fullest. We invite you to explore the web sites, articles, commentaries and recommended reading listed below.

Weekly Market Commentary
Subscribe to the Weekly Market Commentary

Zeller Kern Publications
Tax Tactics, December 2008
Tax Tactics, November 2008
Tax Tactics, October 2008
Tax Tactics, September 2008
Tax Tactics, August 2008
Tax Tactics, July 2008
Tax Tactics, June 2008
Tax Tactics, May 2008
Tax Tactics, April 2008
Tax Tactics, March 2008
Wealth Matters, Fall 2008
Wealth Matters, Summer 2008
Wealth Matters, Spring 2008

Financial Planning Resources for Clients
Financial DNA
Saving for College
Free Annual Credit Reports

Tax Information
General Tax Information
Business Tax Information
CA State Tax Information
CA Tax Service Center

Financial Market Information
Bloomberg.com
Barron’s

Business News/Information
CEO Express
Chief Executive
Chicago Business

Family Business
Family Business Magazine
Family Firm Institute
Family Business Center, University of San Francisco

Family Legacy
Article: Creating An Ethical Will, By Steven E. Zeller, CFP®
Article: Filling the Legacy Gap, by Peg Eddy
Book: Family Business Values, by Craig E. Aronoff
Book: Wealth in Families, by Charles W. Collier
Book: Family Wealth–Keeping It in the Family, by James E. Hughes Jr.

Charitable Organizations
People Reaching Out
Sacramento Region Community Foundation

Sacramento Professionals
Porter Law Group
Dane Henas Design

Living Well
Book: The China Study, by T.Colin Campbell
Book: Inflamation Syndrome, by Jack Challem
Health A to Z
Mayo Clinic
Retirement Living

Lifestyle
Action Trips: Moab, Utah
Action Trips: Blueberry Lake, Quebec
Action Trips: Tamarindo Diria, Costa Rica
Amador Wine Country
Davies Symphony Hall
Epicurious
Folsom Arts Association
Food Network
Maui Weather
 More Focus on Wine
Napa Valley Wineries
 Organic Beef
 PGA
 Sacramento Philharmonic
 Sterling Albert Winery
Travel Channel
Wine Country

PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of information provided at these websites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information and programs made available through this website. When you access one of these websites, you are leaving our website and assume total responsibility and risk for your use of the websites you are linking to.
You will need a pdf reader such as Adobe Acrobat Reader to view some of the linked documents.