The much anticipated Federal Reserve Board meeting on September 18th led to the first interest rate cut since the early days of the Covid pandemic. The 0.50% cut to the Federal Funds Rate was larger than some anticipated and has many asking, “what comes next from the Fed?” GOLDILOCKS AND THE THREE BEARS I think […]
The Fed Cut, Now What? Read More »
While many people were wrapping up summer by traveling to their favorite vacation destinations, the stock market rally also decided to take a vacation. From July 16th to August 7th the S&P 500 dropped over 8% and the more tech-heavy Nasdaq 100 index dropped over 13%. It caused the media pundits over on CNBC (The
The Stock Market’s End of Summer Round Trip Read More »
Most parents and grandparents I talk to have a desire to provide for the next generation. Many have heard of a 529 plan and this is the option that most immediately ask about. A 529 is a great option for savings, but there are several other common account types that can be used to save
Saving for the Next Generation: Going Beyond a 529 Plan Read More »
We’re already halfway through 2024, and one of the best proactive tax planning strategies is doing a mid-year check in on your projected income and tax liability. Generally, I see the most issues around tax planning when income in the current year changes substantially from the prior year. According to the Wall Street Journal, “The
Tax Underpayment Penalties Are on The Rise for Americans Read More »
The unofficial start to summer has come and gone with Memorial Day this past Monday. First, let me say thank you to all the brave men and women that have made the greatest sacrifice for this great country we get to call home. Every year, summer flies by in what feels like a blink of
What’s On Your Agenda This Summer? Read More »
We’re entering into another election cycle. Undoubtedly the media coverage is going to be scrutinizing every detail and projecting their spin on what the potential outcomes will mean for the economy and financial markets. Regardless of political views, it’s important to remember this is what the media is paid to do. They want as many
Do Presidential Elections Matter to the Stock Market? Read More »
Like many first time home buyers, my wife and I were left frustrated over the past year or two searching for our first home. After years of renting while she was finishing law school, we were ready to make the leap and buy our first home so we could continue building our life together. Only,
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 »
The stretch from Thanksgiving to New Years is one of my favorite times of the year. There always seems to be a lighter mood: family, friends, food, decorations and stories all bringing people together and creating memories. I love to cook so I enjoy getting to spend time in the kitchen both constructing and indulging
Closing Out One Year and Starting Another 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.
