Over the past few years, one of our biggest priorities as a family has been creating memories with our kids. That does not always mean taking an expensive trip or planning something elaborate. Often, it is simply being intentional about spending time together and recognizing that this season of life will not last forever. Still, […]
A Good Financial Plan Gives You Permission to Spend Read More »
The first half of 2026 has been a good reminder that markets and headlines often tell two very different stories. Investors have had no shortage of reasons to worry this year. We’ve navigated tariff headlines, geopolitical tensions, fears about AI, concerns around government debt and deficits, questions about the path of interest rates, and a
The Market Has Broadened. Here’s Why That Matters. Read More »
On Wall Street, the acronym IPO has long carried a second meaning among the skeptical: It’s Probably Overpriced. For most of the past decade, that cynicism was well-earned. The 2021 SPAC mania brought more than 1,000 companies to market in a single year, including electric vehicle startups without a car in production and blank-check companies
IPO: It’s Probably Overpriced, Or Is It? Read More »
If it feels like everything costs more than it used to, you’re not imagining it. Inflation over the first half of this decade has already approached, and in some measurements exceeded, the total increase we saw over the entire prior decade. From 2010 through 2019, inflation averaged close to 2% per year. It was a
Inflation Is Back, But It Was Never Really Gone Read More »
If you’ve turned on the news lately, it’s hard not to feel like everything is stacking up at once. Geopolitical conflict is back in the headlines. There is growing chatter around private credit. Markets have pulled back just enough to make people uncomfortable. And layered on top of all of it, we are heading into
When Headlines Feel Loud, History Gets Quiet Read More »
According to data from the American Farm Bureau Association, the average cost of a Thanksgiving dinner for 10 people is down for the third year in a row. In 2022, the price peaked at $64.05 and has since declined each year, with the 2025 average now at $55.18. NOT THE WHOLE STORY ON INFLATION While
Thanksgiving Price Deflation Continues Read More »
This time of year naturally brings giving to the forefront, from helping family members take the next step in life to supporting causes that reflect your values. Many people assume that any gift over the annual exclusion amount is immediately taxable. That’s simply not true. In reality, these gifts may need to be reported, but
Gifting With Intention This Holiday Season Read More »
The Fed finally pulled the trigger on a long anticipated September rate cut, trimming the funds rate by 0.25% to 4.00%–4.25%. The last cut before this? December 2024. What does that actually mean for important items like mortgages, rents, home prices, and the financial markets? One of the most common misconceptions we see and hear
The Fed Finally Cuts Rates Again in September Read More »
The headlines are full of tariff talk again, but markets have continued to march higher anyways. Here are the real forces we think are at work behind the record highs: Catalyst 1: Strong Economic Growth The economy surprised to the upside with over 3% GDP growth last quarter, driven by strong consumer spending and resilient
Markets Keep Rising, Even With Tariffs Back in Play Read More »
A couple months ago our newsletter focused on the tax bill that was working its way through congress. Congress recently passed this sweeping new piece of legislation dubbed by some as the “One Big Beautiful Tax Bill.” While there have been a lot of media headlines surrounding the bill, we want to cut through the
The “One Big Beautiful Bill” Becomes Law – What It Means for You 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.
