Articles by Steven Zeller, CFP®, AIF®
No Debt Relief Program for US Taxpayer
No Debt Relief for US Taxpayer &nbs
A Mixed Bag of News and Higher Stock Prices
A Mixed Bag of News and Higher Stock Prices April 27, 2011 The news last week
Ask the Experts: Annuity, stretching assets are concern
Ask the Experts: Annuity, stretching assets are concernsPublished Wednesday, Jan. 26, 2011 This week marks the last round for our current roster of local "Ask the Experts" writers. Our thanks to certified financial planner Steven Zeller in Gold River, certified financial planner Jerod Wurm in Roseville and estate planning attorney Amy Halloran in Sacramento.
The Case for a Bear Market Written 5-25-2010
Every now and then, we think it is a good exercise to review our thesis, what we said in the past, and where do we still think we are going with this financial crisis. In 2008, when we had sent our clients managed portfolios to cash, we stated that we were in the beginning of an epic financial credit crisis and equity and fixed income positions were at great risk of significant declines.
Creating an Ethical Will
Creating An Ethical Will Life, and the joy of life, is stored in our memories, hopefully, until our last day on earth. The memories, great experiences and lessons of our past, we are so fond of and, within us, carry deep meaning and relevance. Many times, it would be to our wishes that we shared these things with our loved ones well into the future.
