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Zephyr Blog

Children and Money Financial Responsibility

Children and money will always be linked together.  From birth to adolescence and from college graduation to having children of their own, children will always be linked to money and finances.How do children learn to manage money? Should they learn at school, from social media, their peers, by mismanaging at first, or should they learn from watching their parents?

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Apple Event
How to Reduce Your 2015 Income Taxes
 

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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...