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.
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.
ZIG Welcomes David Frank
Zuckerman Investment Group expanded its growing firm with the hire of Senior Investment Analyst, David Frank.
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
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.
Estate Planning
- Estate Exclusion Update
- Guide to Estate Planning
- Tax Advantages of Gifting
Tax Planning
- Tax Reform?
- Charitable Giving
- Tax Planning Checklist
Retirement Planning
- Retirement Planning Updates
- Saving for Retirement
- Retirement Planning Checklist