Stock market returns receive all of the attention when it comes to investing. Turn on CNBC or any other business channel any day of the week and likely the first thing you will see are flashing green or red numbers in your face indicating whether the market(s) are up or down for the day. Some […]
Maximizing Tax Efficiency Through Asset Location Strategies Read More »
Asset allocation is the selection of various assets from classes such as cash, fixed income, stocks, real estate and real assets (e.g. commodities, precious metals, and collectibles) to construct an investment portfolio to meet individual investor specific objectives (goals). The asset allocation, or asset “mix,” is different for each investor based on their objectives, and
Asset Allocation: Why Investor’s Tend to Lag Market Returns Read More »
Investments are broken down into broad categories called asset classes. Each asset class is defined by unique characteristics that provide investors with benefits but also come with risks. This is referred to as the risk/reward tradeoff. This means assets with more potential upside also come with more potential downside. In this blog, five of the
The Role of Different Asset Classes for an Investor 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 »
Recently, we have noticed a continued trend of banks being extremely slow to raise the interest rates on their traditional checking and savings accounts, especially for their already existing customers. This is costing people thousands of dollars a year in lost interest depending on how much cash is sitting idle in those bank accounts. Below,
Rising Rates: A Better Outlook For Savers 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 »
In the span of 4 years my wife and I have had three boys. With a growing family, comes growing medical expenses. A few years ago we started saving and investing in a Health Savings Account (HSA). Roth IRAs are often touted as the ultimate savings vehicle, but nothing beats the tax benefits of an
Supercharge retirement savings with a Health Savings Account (HSA) 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.
