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Women and Estate Planning Basics

Submitted by Flynn Zito Capital Management on December 17th, 2020

When it comes to estate planning, women have unique concerns. The fact is that women live an average of 5.0 years longer than men.* That's important because it means that there's a greater chance that you'll need your assets to last for a longer period of time and a greater need to plan for incapacity.

Tags:
  • Estate Planning
  • Women
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Stocks and Bonds Outlook for 2021

Submitted by Flynn Zito Capital Management on December 14th, 2020

Stocks and bonds posted strong returns in 2020 despite a tumultuous year, although that may be surprising only for bonds. We believe we’re in the early stages of a new bull market for stocks, but the opportunities for bond investors may require more patience. The investment landscape for both asset classes may offer new opportunities for investors in the new year.

Tags:
  • Bonds
  • Stocks
  • Weekly Market Commentary
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Physicians: Why You Need a Financial Professional Who Understands Your Industry

Submitted by Flynn Zito Capital Management on December 9th, 2020

As a physician, you've devoted a lot of time to educating yourself, building a career, and providing top notch care that enriches your patients lives, and in the midst of all that, it can be easy to overlook your finances.

Tags:
  • financial planning
  • physicians
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A Positive Outlook for 2021

Submitted by Flynn Zito Capital Management on December 7th, 2020

To say that 2020 was a wild year would be an understatement. As we prepare to welcome in the New Year, we take a look at what we can expect in the stock and bond markets, the economy, and a new post-election policy environment in 2021.

Some Policies May Change

Tags:
  • Weekly Market Commentary
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COVID-19 May Threaten the Recovery

Submitted by Flynn Zito Capital Management on December 2nd, 2020

A new wave of COVID-19 cases threatens to trip up the economy. Increasing cases in Europe and the United States have brought new restrictions on activities, but the market doesn’t appear to be fazed by the recent outbreaks.

Tags:
  • COVID-19
  • Weekly Market Commentary
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5 Types of Retirement Plans for Small Business Owners

Submitted by Flynn Zito Capital Management on November 30th, 2020

Small business owners are different from the average hourly employee in a lot of ways. One often-overlooked difference is how they plan for retirement. Although small business owners may offer a classic 401(k) for their workers along with other benefits such as insurance and other perks, such a plan may not be the right option for the owner of the company.

Tags:
  • Retirement Plans
  • Small Business Owner
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Investment advice offered through Flynn Zito Capital Management, LLC, a Registered Investment Advisor. Securities offered through LPL Financial, member FINRA/SIPC, and separate entity from Flynn Zito Capital Management. 

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