Library / Links
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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.
ZellerKern Publications
Wealth Matters
A biannual publication providing educational material for clients as well as relevant news and information pertaining to Zeller Kern and our client services.
Quarterly Monitor
A quarterly publication for our clients in managed portfolios which provides current market information and how Zeller Kern views this information.
Weekly Investment Monitor
A weekly publication providing timely insights on our firm’s thoughts and actions in relation to managing our clients’ investments.
Tax Tactics
A quarterly tax publication designed to provide tax planning tips for our clients.
Financial Planning Resources for Clients
Financial DNA
Free Annual Credit Reports
Saving for College
Tax Information
General Tax Information
Business Tax Information
CA State Tax Information
CA Tax Service Center
Financial Market Information & News
CEO’s Corner
CEO Challenges
CEO Express
Chief Executive
Guardian 24/7
Insight Security
Marquis Jet
NetJets
Sentient Flight Group
Stratfor Global Intelligence
TeamWorks International
Article: Power Up Productivity in Down Times
Article: Exit Routes for Business Owners
Article: "C" vs. "S" Corporations
Article: Business Continuity Planning
Article: Inevitabilities
Article: ESOP Opportunities
Article: Value Drivers
Article: Employee Incentive Planning
Article: Transferring Wealth to Children – A Primer for Business Owners
Article: Business Valuation
Article: Using Short-Term Key Employee Incentives to Increase Sale Price
Article: Transferring your Company to Key Employees
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
Bill Mahon Photography
Living Well
Book: The China Study, by T.Colin Campbell
Book: Inflamation Syndrome, by Jack Challem
Health A to Z
Mayo Clinic
Origami Foods
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
Fishing Trips, Recommended
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