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AZ Asks: Advisors Views

    A feature from Ann Zuraw, Zuraw Financial Advisors, LLC. Advisor Views offers timely investment news and market updates designed to keep you informed, while enhancing your overall investment experience.   Your 401(k) Plan: Is it Time to Re-Think Your DIY Strategy? If asked, most people would probably agree that saving for a secure and […]

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AZ Asks Advisor Views

        A feature from Ann Zuraw, Zuraw Financial Advisors Advisor Views offers timely investment news and market updates designed to keep you informed, while enhancing your overall investment   Your 401(k) Plan: A First Step in Planning for Your FutureOriginally created as a means to supplement company sponsored pension plans, definedcontribution plans, […]

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Advisor views Human Capital

AZ Asks Advisor Views

Advisor Views A feature from Ann Zuraw, Zuraw Financial Advisors,   LLC. Advisor Views offers timely investment news and market updates designed to keep you informed, while        enhancing your overall investment experience. Human Capital: Don’t Overlook this Important Asset Class  When considering asset classes, most investors think of things such as stocks and bonds, commodities or real estate. Each […]

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AZ Asks: Advisors Views

  Advisor Views A feature from Ann Zuraw, Zuraw Financial Advisors, LLC. Advisor Views offers timely investment news and market updates designed to keep you informed, while enhancing your overall investment experience.   Behavioral Finance: Are We Ruled by Emotion? If asked, most people would probably say they are rational individuals who make wise decisions. Indeed, […]

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AZ Ask Advisors Views about Social Security

  Social Security… And When to Collect? When planning for retirement, identifying the sources of income that may be available to you in retirement, as well as a strategy for how you wish to draw from those resources is, we believe, critical to a secure and comfortable retirement. While some may generate income from the […]

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AZ Azks Advisor Views about Trust

A Matter of Trust Think of estate planning and what comes to mind? For many, the concept of estate planning evokes thoughts of high-net worth individuals and families, and their specialized needs for managing and distributing their wealth. While there’s little doubt that the affluent can benefit from a carefully crafted estate plan, estate planning […]

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Advisor Views

AZ Asks Advisor Views

        Advisor Views A feature from Ann Zuraw, Zuraw Financial Advisors, LLC. Advisor Views offers timely investment news and market updates designed to keep you informed, while enhancing your overall investment experience.   Your Portfolio and the S&P 500 Index: Compared to What? Among the frequently asked questions we hear from clients […]

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AZ Ask Advisor Views about Investment Expenses

    A feature from Ann Zuraw, Zuraw Financial Advisors.  Advisor Views offers timely investment news and market updates designed to keep you informed, while enhancing your overall investment experience. No Free Lunch As with most things in life, there’s no free lunch when it comes to investing. Whether you choose stocks, bonds, mutual funds, […]

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Portrait of a female executive

W is for Women are Increasingly Primary Earners, but Not Financially Confident.

More than half of women (53%) surveyed recently are the primary breadwinners in their households, yet only 20% consider themselves “very well prepared” with their financial decision making.1 Nearly one-third of those surveyed said they earn more than their spouse as a direct result of the rocky economy. Among male breadwinners, 45% consider themselves “very […]

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AZ Asks Advisor View

AZ Asks Advisor Views How to Keep Emotions in Check When Making Investment Decisions.

A feature from Ann Zuraw, Zuraw Financial Advisors, LLC. Advisor Views offers timely investment news and market updates designed to keep you informed, while enhancing your overall investment experience. Keep Emotions in Check When Making Investment Decisions The continuing sluggish economy has pushed some investors’ emotions to the extreme. Deciding what to do with your […]

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