Helping individuals and families preserve and grow their wealth, simplify their lives, and live their dreams.
Government bonds, U.S. Treasury Bills, Notes, and Bonds are guaranteed only as to timely payment of principal and interest, and if held to maturity, offer a fixed rate of return and fixed principal value. Government bonds and U.S. Treasury Securities do not eliminate market risk. Portfolios investing in these securities are not guaranteed and will fluctuate in value with time. The purchase of bonds is subject to availability and market conditions. There is an inverse relationship between the price of bonds and the yield: when price goes up, yield goes down, and vice versa. Market risk is a consideration if sold or redeemed prior to maturity. Some bonds have call features that may affect income. High yield/junk bonds invest substantially in lower-rated bonds and are issued by companies without long track records of sales and earnings, or by those with questionable credit strength. Money market and other capital preservation funds are neither insured nor guaranteed by the U.S. Government or the FDIC, and there is no assurance that a $1.00 share price or book value will be maintained. Please consult your financial professional for information specific to your situation.

Zeller Kern in the Media

 

Comstock’s Magazine

5/1/2011



How to Plan a Business Exit Strategy

Steve Zeller and Trevor Kern talk about how to sell your business for top dollar.

Sacramento Bee

3/31/2011



Ask The Experts

Steve Zeller advises on required annuity distributions and preserving assets to last through retirement.

Comstock’s Magazine

1/1/2011



How to Preserve Family Wealth

Steve Zeller and Trevor Kern discuss a process for preserving and growing family wealth.

Sacramento Bee

12/1/2010



Ask The Experts

A 77-year-old woman asks about long-term care insurance, cash reserves and portfolio allocation.