EasyBlog
Service Times: 9am and 10:30am
6399 North Wells Road, Bigtownville, CO 32748
  • Register

Zephyr Blog

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

Helpful Information for Filing 2019 Income Taxes
Welcome to 2020
 

Comments

No comments made yet. Be the first to submit a comment

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.
read more >

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.
read more >

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.
read more >

Zephyr’s Blog