Articles written by Zizzi Investments - Benzinga

Maximizing Tax Efficiency Through Asset Location Strategies

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 “expert” with an inflated ego will be talking about his forecast for the S&P 500.

The Role Of Different Asset Classes For An Investor

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.

Saving Beyond A 529 Plan: What Are The Other Options?

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 save for the next generation and prepare for your own future financial goals.

'Tis the Season To Tax Plan

By Colin Zizzi 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.

Rising Rates: A Better Outlook For Savers

By Brennan Zizzi 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.