Blog

Thursday, October 11, 2018

"Only when the tide goes out do you discover who's been swimming naked," is one of my favorite Warren Buffet quotes that most certainly references the rise of stock market volatility. Frankly, as a seasoned veteran who has been in this....

 

Tuesday, October 2, 2018

Congratulations to our talented team of financial advisors featured in Philadelphia Style magazine’s October Issue. Highlighting the “Modern Man of Philadelphia”, our President, Irv Rosenzweig is profiled along with...

 

Tuesday, October 2, 2018

RZ Wealth’s President, Irvin Rosenzweig, a Barron’s Top 1000 Financial Advisor with CFP®, ChFC®, CLU®, CRPS®, AEP® and AIF® designations and Bitwise Investments Vice President of Research &...

 

Thursday, May 3, 2018

As a follow up to the first piece I wrote on Buyer Beware, I wanted to continue to draw attention to certain “offers” that are being sent to the buyers of annuity products that we had used over a span of years from 2001 to...

 

Wednesday, April 18, 2018

Don’t you wish that investment products had the yellow alert stickers that many consumer products visibly display? Certainly, as trends pop up in the market there is a need for caution. In this regard, I would like to discuss...

 

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Tuesday, February 6, 2018

In this classic children’s story, “Chicken Little” had an acorn fall on his head and immediately assumed that the sky was falling, boding the end of the world. As in the story, in Chicken Little’s quest, he was...

 

Monday, November 20, 2017

This week our thoughts turn to the holidays, our families and our blessings. I thank you for your business and wish you and your loved ones health and happiness in this holiday season 2017 has been a year of transition for RZ Wealth...

 

Monday, September 25, 2017

Welcome to the sandwich generation, those who are effectively “sandwiched” between the financial obligation to care for their aging parents and the college education costs for their children. While there may be a number of...

 

Wednesday, August 16, 2017

For many, welcome to the sandwich generation, those that are effectively “sandwiched” between the obligation to care for their aging parents – who may be ill, unable to perform various tasks or in need of financial...

 

Tuesday, August 23, 2016

BREXIT is now a fierce reality which may produce months, if not years, of market volatility until the uncertainty of the effects of the U.K.’s exit from the European Union materialize. This event was proceeded by 2 of the...