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 »
After months of headlines dominated by the other “T” word—tariffs—it’s refreshing to finally talk about something a little more familiar, a little more foundational, and frankly, a lot more relevant to how we live, save, and plan: Taxes. You may have seen that the House passed a new proposal to extend and expand parts of
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 »
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 »
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.
