We work with many young couples and growing families, and decisions around housing are a huge factor in someone’s long term financial plan. With rising interest rates and housing prices barely budging, we hear many people asking versions of these questions frequently: With all of these questions, like most things in “personal” finance, the answer […]
Unpacking the Single-Family Housing Shortage in the United States Read More »
“An economist is an expert who will know tomorrow why the things he predicted yesterday didn’t happen today.” –Evan Esar We’re now a couple weeks into 2024, and the S&P 500 just finally eclipsed its prior all-time record high reached back on January 3rd, 2022. After a brutal 2022 for markets, last year was another
Unraveling Wall Street Forecasts: The Troubling Tale of Stock Price Predictions Read More »
US Economic dominance The United States has enjoyed a prolonged period of market dominance versus international markets. An examination of the driving forces behind this success reveals a lifestyle deeply rooted in the pursuit of work and wealth creation. While this focus has undoubtedly propelled the nation to unprecedented economic heights, there’s an inherent trade-off
The Price of Prosperity: Balancing Economic Success with Quality of Life Read More »
As we hit the one year mark for Zizzi Investments, Brennan and I want to express gratitude for all the support we have received and share with you a bit of the journey, both looking back to where it all started and casting a vision for what’s to come. This year has been a reminder
Turning One: Celebrating a Year of Growth Read More »
Over the past 10 years working in financial services, creating financial freedom or the ability to retire as early as possible is a common goal I hear. In fact, there is a whole movement around this goal called the FIRE movement: Financial Independence Retire Early. However, I think many people involved in this movement have
A Different Take on the FIRE Movement Read More »
Most parents and grandparents I talk to have a desire to provide for the next generation. Many immediately ask about a 529 plan, but there are several other common account types that can be used to save for children and grandchildren. Some of these account types are often overlooked as a flexible way to both
Saving beyond a 529 plan: What are the other options? Read More »
The overall breadth of the insurance product marketplace has increased dramatically over the last 30 years. With the countless products now available, it is more important than ever to make certain insurance products are carefully and thoughtfully purchased as part of an individualized financial plan. If someone is trying to sell you a product without
Insurance & Annuities: Not a One-Size-Fits-All Strategy Read More »
As we look back, 2022 provided an important reminder that financial markets are largely unpredictable and staying disciplined under stressful market conditions is what makes us successful investors over the long term. I am currently about 3/4 of the way through reading the Intelligent Investor by Benjamin Graham again. This is the book that has
Speculating vs. Investing: How to tell the difference? Read More »
Most people don’t enjoy learning or thinking about taxes, but tax planning is one of the most underrated areas that can have the greatest impact on your overall financial health. The end of the year is a great time to review your tax strategy and identify opportunities that may save you on your tax bill.
‘Tis the Season to Tax Plan Read More »
I’ve spent the past 10 years as a financial advisor at an independent broker dealer. I started in the financial services business with the goal to help people, and share my financial knowledge with them. I had a family member who was swindled by a fraudulent broker 20 years ago, and I saw first hand
Going Outside Our Comfort Zone — Why Now? Read More »
Brennan is the Cofounder and Investment Advisor of Zizzi Investments. He primarily focuses on personal wealth management and small business retirement plans.
Brennan is a Certified Financial Planner, and his love for the technical side of finance drives his passion to continually learn and improve his knowledge. Brennan earned his CFP® in 2022, which expanded his expertise in the areas of investment, tax, education, retirement, risk management, and estate planning.
Brennan is a 2015 graduate of George Mason University, where he played on the NCAA Division 1 Men’s Soccer team. Brennan has played soccer since he was five years old, and his experience as a team player helped foster his passion for working with clients and developing strong relationships necessary to achieve their long-term goals.
Outside of work, Brennan enjoys traveling and tasting wine with his wife Kayla, playing amateur golf events, and cooking. Brennan’s family members all live in Central PA, and he enjoys spending time with his niece and three nephews.
Colin is the founder of Zizzi Investments. Investing and soccer have always been two of Colin’s biggest passions.
He began playing soccer at age five and was introduced to the stock market in middle school through a mock stock-picking competition. Colin studied finance and accounting at American University, where he played on the NCAA Division 1 soccer team. After college, he moved to Spain for 16 months to pursue his dream of playing professional soccer. He returned home to play professional soccer in Central PA for the next three years.
While still playing soccer, he joined a local advisory firm in Harrisburg, where he spent the next 10 years. During this time, Colin earned his CFP®, AIF®, and CEPA® designations while helping to oversee more than $500 million of qualified retirement plan assets and $100 million of individual wealth management relationships.
Colin resides in Mechanicsburg, PA with his wife Molly, his sons Carter, Julian, and Leo, and his dog Sage. He’s a member of the West Shore Free Church in Mechanicsburg. He continues to stay involved in soccer through coaching and volunteering with the JT Dorsey Foundation, a local non-profit dedicated to positively impacting youth through the sport of soccer. Colin’s other hobbies include golfing, travel, playing guitar, reading, and working out.
