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Zephyr Blog

2nd Quarter Newsletter

Quarterly Economic Update

Volatility returned in a big way in the first quarter of 2015 as the market focused on everything from central-bank actions to Greek elections, a strong dollar, and a steady beat of merger activity. Federal Reserve (Fed) watching was a full-time job. With the U.S. economy initially showing signs of improvement, the central bank started to send signals that it was ready to raise short-term interest rates and create a more normal monetary policy environment after the extraordinary measures put in place during the financial crisis...(click continue reading button below to see full article)

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1st Quarter 2015 Newsletter

Economy: How are we doing?

The gap between a stronger U.S. economy and the weaker economies of other developed nations seemed to widen in the fourth quarter. In the U.S., job growth looked good as there were signs that lower gas prices were starting to spur consumer spending. In contrast, Europe's economy remained quite sluggish throughout the quarter, as fears of too low inflation and slow growth remained quite pronounced. Japan also struggled to find its footing, sliding back into a recession after a sales tax hike put a dent in consumer spending. Emerging markets, particularly China, also showed signs that growth was slowing down in the quarter.

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2014 Client Appreciation Event

On Saturday December 20th, Zephyr hosted a special event for our local clients, a private screening of the remake of Annie at Muvico Thousand Oaks.  What a great time it was for us to spend together at the holidays! In addition to the movie, we enjoyed a special performance by the Cabrillo Music Theater performers, special prizes featuring Annie and live pet adoptions.  We truly enjoyed seeing everyone and look forward to next event in 2015...

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Pont du Gard

So here we are at a 2000 year old aqueduct built by the Romans just outside Avignon, France. We went to the top. Beautiful views. We are finally recovering from jet lag.

Food is awesome. Good thing our clothes are elastic waistbands!!!

More pics later.

Marsha and Pete.

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Chateauneuf du Pape

We haven't had the best Internet access. Having fun but lots of rain.
The grapes are being harvested. This is a 90 year old vine. We were at Chateauneuf du Pape.

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Financial Planning

Our goal is to create an inspiring financial strategy for you—one that gets you excited about your future. To accomplish this, our personalized Values-Based Financial Planning® services take a holistic wealth advisory approach. These services are based on the premise.
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Investment Management

At Zephyr Investment Management, we believe that a focus on managing downside risks is essential to your long-term financial security. We believe the upside will take care of itself and the real value of investment management is generated by limiting the downside.
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Retirement Services

We see financial planning and investment planning as the key components to a secure retirement. Building on our work in these areas, we work with you to define a solid vision of what your retirement looks like to you. While this vision may evolve over time.
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Zephyr’s Blog

On December 20, 2019, the Setting Every Community Up for Retirement Enhancement (SECURE) Act was signed into law.  This new legislation made major changes to a number of tax rules that govern retirement savings. Many of the...