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Zephyr Blog

4th Quarter Economic Update

The third quarter of 2016 was a very confusing one for investors. Investors were served a variety of economic and financial turmoil amid a backdrop of confusing political concerns, but the bull market still continued to move forward. At the quarter’s end, the S&P 500 was up 3.31% for the quarter. The Dow Jones industrial Average gained 2.11% and the New York Stock Exchange had a gain of 2.21%.

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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

   After a long period of respectable returns, many investors in equities during the fourth quarter of 2018 experienced losses. This fourth quarter was filled with a great deal of uncertainty, which is the equity markets...