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Our Principles | Zappia Family Wealth

http://zappiafamilywealth.com/about-us/our-principles

News & Commentary. Truth, the most fundamental of all principles, may best be described as an accurate understanding of reality, and is the essential foundation of a sound investment plan. On their own, investors often confuse what they wish were true with what is really true, which can make it impossible to make the best choices. Truth, the most fundamental of all principles.

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Our Mission | Zappia Family Wealth

http://zappiafamilywealth.com/about-us/our-mission

News & Commentary. Wealth management is about more than just investing. It is about taking a holistic and structured approach that is unique to each family we serve. Our professional directive is to fully understand and champion our clients’ needs, goals, and dreams. We believe relying on the power of information alone is insufficient. Rather, the path to success is led by sound judgment, patience, and discipline. We are educated, experienced, and energized.

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Blog | Zappia Family Wealth

http://zappiafamilywealth.com/blog

News & Commentary. Investors are avoiding equities. Despite the ongoing rally, money continues to flow out of equity funds. In fact equity outflows have been negative 14 of the past 16 weeks and are as low as any point in the seven-year-old bull market. Bull markets are born on pessimism, grown on skepticism, mature on optimism, and die on euphoria. Sir John Templeton. The commentary below is from Urban Carmel, author of the Fat Pitch Blog. These sentiments were written in. Irresponsible central banker p...

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Consumer Disclosure | Zappia Family Wealth

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News & Commentary. First part of Headline. Second part of Headline. ACCESS TO THIS WEBSITE IS PROVIDED FOR INFORMATIONAL PURPOSES ONLY AND WITHOUT ANY WARRANTIES, EXPRESSED OR IMPLIED, REGARDING THE ACCURACY, COMPLETENESS, TIMELINESS, OR RESULTS OBTAINED FROM ANY INFORMATION POSTED ON THIS WEBSITE OR ANY THIRD PARTY WEBSITE LINKED TO THIS WEBSITE.

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News & Commentary | Zappia Family Wealth

http://zappiafamilywealth.com/news-commentary

News & Commentary. The Serious Investor: Spring 2016. Welcome; Market Overview and Outlook; LVW News. The Serious Investor: Winter 2016. Welcome; Market Overview and Outlook: A Look Ahead and a Look Back; How We Did in 2015, and Where We Stand Today; LVW News. Global Connections: December 2015. Senior adviser to LVW’s Investment Committee, Jay Pelosky, presents independent perspectives on economic issues and market forces that affect your current investments and strategies for the future. May 28, 2016.

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Resources | Zappia Family Wealth

http://zappiafamilywealth.com/resources

News & Commentary. Welcome to the new resources page. Here you’ll find brochures and other documents to help answer any of your questions regarding the new, Zappia Family Wealth. Letter to Our Clients. Charles Schwab, how client assets are protected. Charles Schwab, statement of financial strength. What is CIMA Certification.

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Our Team | Zappia Family Wealth

http://zappiafamilywealth.com/about-us/our-team

News & Commentary. Joseph P. Zappia, CIMA. Joe is a former member of the Wells Fargo Advisors Chairman’s Council. Joe earned his Certified Investment Management Analyst designation from the Wharton School of Business. This designation reinforced his understanding of the capital markets, portfolio construction, and effective asset allocation. He is a graduate of Le Moyne College, with a major in finance. Ted Garofola, CFP. Designation in 1997, and was a member of the Wells Fargo Advisors Executive Council.

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Our Process | Zappia Family Wealth

http://zappiafamilywealth.com/about-us/our-story

News & Commentary. Our disciplined and structured approach to wealth management seeks to promote success and unfolds in four imperative steps:. Getting To Know Each Other “Are we a fit? By discussing where you are and where you want to be, we seek to identify how we may help and whether we are a good fit for each other. We then review your current financial situation, also learning your goals, concerns, and dreams. Solutions Meeting – Developing Your Plan. Your plan put into action.