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June 5th, 2022

11 Personal Finance Books for Your 2022 Summer Reading List

With summer right around the corner, it is time to start preparing your list of beach reads. Make the most of your free time by finding a good read that will also teach you how to improve your money skills. Below is a curated list of 11 personal finance books our team recommends.

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February 16th, 2022

Zuckerman Investment Group Named a 2022 Best Places to Work for Financial Advisers by InvestmentNews

Zuckerman Investment Group was chosen as one of this year’s top 75 based on employer and employee surveys delving into everything from company culture, benefits, career paths and more. The firm was also recognized as a 2021 Best Places to Work for Financial Advisers.

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February 7th, 2022

ZIG Expands Their Growing Team with the Hiring of Jake Kenny, CPA

Zuckerman Investment Group expands their growing team with the hiring of Jake Kenny as Director of Finance. In his role at Zuckerman Investment Group, Jake is responsible for managing the accounting, compliance, operational risk, and treasury functions of the Firm.

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September 14th, 2021

ZIG Welcomes David Frank

Zuckerman Investment Group expanded its growing firm with the hire of Senior Investment Analyst, David Frank.

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March 16th, 2021

2021 Best Places to Work for Financial Advisers

Zuckerman Investment Group named #8 on the InvestmentNews “2021 Best Places to Work for Financial Advisers” list

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February 10th, 2021

Complete 2021 Financial Planning Guide

As we dive into 2021, we wanted to highlight a few financial planning topics to consider for the year ahead. We have worked with a third-party firm to bring you financial planning updates and considerations in a wide variety of areas such as estate, tax, and retirement planning.

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February 2nd, 2021

Estate Planning

  • Estate Exclusion Update
  • Guide to Estate Planning
  • Tax Advantages of Gifting
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February 2nd, 2021

Retirement Planning

  • Retirement Planning Updates
  • Saving for Retirement
  • Retirement Planning Checklist