Hope everyone had a great 4th of July holiday!🇺🇸 Got to do two of my favorite things. A community workout with our gym. Relaxing by the pool with family. Don’t take the little freedoms we enjoy for granted.
Zizzi Investments, LLC
Financial Services
Mechanicsburg, PA 247 followers
Fee-only financial planning & investment management for athletes, families, and business owners.
About us
Zizzi Investments is a fee-only financial planning and investment management company.
- Website
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https://zizzi-invest.com/
External link for Zizzi Investments, LLC
- Industry
- Financial Services
- Company size
- 2-10 employees
- Headquarters
- Mechanicsburg, PA
- Type
- Privately Held
- Founded
- 2022
- Specialties
- Financial Planning, Investment Management, and Retirement Plans
Locations
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Primary
Mechanicsburg, PA 17050, US
Employees at Zizzi Investments, LLC
Updates
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Our February monthly newsletter is out. This month our blog post (link in comments) looks at the current state of the US single-family real estate market. The rise in mortgage rates back above 7% has many people questioning if it is still an ok time to buy a house. You can sign up for our free newsletter or view any of our past issues at the link below.
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Our co-founder Brennan Zizzi, CFP® was recently featured by Fortune in an article discussing Series I bonds. Series I bonds were a popular investment choice last year as inflation spiked. 📈 With the rate of inflation coming down in recent months, many who purchased I bonds last year may be wandering if they should still be holding on to them? Spoiler alert: “It depends” as with almost any investment there are a number of factors to consider. #investing #inflation #interestrates
Co-Founder and Investment Advisor at Zizzi Investments, LLC | Helping everyday people align their wealth and values
Series I bonds received a lot of attention when inflation spiked and interest rates were still low. Now, inflation is subsiding and interest rates have risen, but that doesn't mean that Series I bonds still can't play a part in your portfolio depending on your goals. So what are they and how do they work? I had the chance to talk with Fortune Magazine about this unique investment. https://lnkd.in/eZWUQejD
What are Series I bonds (and why was everyone so crazy about them in 2022)?
fortune.com
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Our November newsletter is out. 👉 Our blog post this month shared some thoughts on why we believe the US markets have outperformed international over the long term. 👉 We also shared an article on reasons why investors continue to get caught up in the herd mentality of market bubbles in certain industries. You can subscribe to our free newsletter or access any of our past issues at the link below. #investing #financialeducation #livinglifeinvested
Living Life Invested, Vol 13
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Happy Halloween! Who rocked the stache better? 🥸 #happygilmore #tedlasso
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If someone is telling you your company's 401k plan with a safe harbor match is a "scam." 🚩 Then whatever they are trying to sell you in place of that is most likely the real scam. ✅ #investing #financialplanning #retirement
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We enjoyed our time with Michael Parks on the Taking Care of Business podcast. During the podcast we discussed: What makes a "fee-only" financial advisor different ✅ Why the financial services industry is failing to serve young professionals ✅ The importance of starting early with a financial plan ✅ How investors can avoid making big mistakes ✅ The link to full podcast is in the comments below Shout out to Tammy Vasbinder at Vast Strategies for helping to organize this project! #financialplanning #financialeducation #youngprofessionals #retirement iHeartRadio
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Grateful for these two lovebirds who are off celebrating their delayed honeymoon this week. Brennan Zizzi, CFP® Kayla (Sweet) Zizzi #family
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Our July newsletter is out. This month our blog post focused on asset location. You can view or subscribe to our free monthly newsletter at the link below. #investing #financialplanning #livelifeinvested
Living Life Invested, Vol 09
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