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Zephyr Blog

2020 2nd Quarter Newsletter

No one expected the longest bull market in history to see its demise brought on by a virus. While U.S. equity markets were able to withstand a trade war with China, a presidential impeachment, the potential for a global recession, and global uncertainty, including Brexit and civil wars in the Middle East, the U.S. economy was ambushed by a silent and highly contagious virus. Click here to read more

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Zephyr Conference call

We hope that you and your family are doing well. We also wanted to thank everyone who was able to join our most recent call on "What to know about the Market and Coronavirus." For those that weren't able to join us, can listen to a recording of the call below.






Please feel free to reach out if you would like to discuss any of the information with us – we would love to hear from you.

Additionally, we encourage you to share this call with friends and family and have them call us with any questions.



Zephyr Team

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A Quick Look at Recessions and Market Crashes

After an 11-year bull market, the longest in history, equity markets have entered into bear market territory. A bear market is defined as a downward move of 20% from a recent high and as of today all three major U.S. indexes (DJIA, S&P 500, and NASDAQ) have reached those levels.  click here to read more

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Market Sell-Off and Coronavirus

The last few days of February created confusing and turbulent times for investors.  The rough stock market fluctuations created a rollercoaster-type of ride that has attracted almost every media outlet.  During this time period, the S&P 500 had its worst day since 2011, as it presented a historic streak of negative moves... click here to read more

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2020 1st Quarter Newsletter

As we look back and reflect on what was predicted by many to be a year of worry and concern, equity markets advanced heavily in 2019 and investors were rewarded.  The final month of the year brought several new highs for both the S&P 500 and the Dow Jones Industrial Average (DJIA).click here to read more

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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...