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Blog Archives - ZINNIA WEALTH MANAGEMENT

Aug
02Aug-2017

I am happy to present this week’s market commentary from FormulaFolio Investments. The goal is to give our clients and friends a simple way to see everything they need to know about the financial markets on a weekly basis, in 5 minutes or less. After all, investing should be simple, not complicated. Market Update Equities: Broad

01Jun-2017

Investment News notes that 66 percent of adult children fire their parents’ advisor after receiving their inheritance.1 The problem is even worse with surviving spouses, as more than 70 percent of all widows fire the family advisor following their spouse’s death, according to Investopedia.2 One third of women who become widows are younger than 65,

Mar
02Mar-2017

Zinnia Wealth Management will be an exhibitor at the upcoming Senior Day on April 1st and 2nd at the Cultural Center Building at On Top of the World Retirement Community. Hours are 10am-4pm on Saturday and 11am-3pm on Sunday.  Zinnia is giving away golf, 2 hour crafting and a date night for two. Come and

10Jan-2017

Exhibiting at a trade show ; Home and Garden Show on March 7th between 1-4pm at Stone Creek Del Webb, which is a gated active adult community in Ocala, Florida. This 55+ community is planned to include 3,800 homes, making it an ideal place for active adults. They are located at 6111 SW 89th Ct

Jan
02Jan-2017

Charisse Rivers Smith, founder, for a long time has wanted our community to feel at ease like they are at their own home, which inspired our Wealth Management company “Zinnia” home grown and a garden of wealth.s Even though our name has change, we will be providing the same financial products and fine service on

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