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Zephyr Blog

4th Quarter Newsletter

Economic Update

Game over? The turmoil that has racked financial markets for the last two months has stoked fears that stocks’ six-year-long bull run has ended – and with it, hopes for a continuing economic recovery. For tens of millions of Americans who own stocks, the prospect of suffering through a horrendous market decline like the 2008-09 plunge is chilling.  Click here to read the full article

 

 

 

 

Social Security: Part of Your Retirement Income Pl...
3rd Quarter Newsletter
 

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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

Interest rates are important to investors and they are currently at or near all-time lows. At this past June’s Federal Reserve meeting, interest rates were kept at a range of 0%-0.25% and it was indicated that they will remain n...