Apr 23, 2024 | First Republic, Zolio Market Commentary
Options questions on the Series 7 exam are, let’s be honest, written to confuse those who have a good understanding of options. That’s because they want people who have a great understanding of options.
Sep 19, 2017 | First Republic, Zolio Market Commentary
Courtesy of Alan Zafran, Senior Managing Director and Wealth Manager, First Republic Private Wealth Management Credit reporting company Equifax has reported a data breach that could affect 143 million U.S. consumers. Cybercrime is becoming more prolific every passing...
Jun 21, 2017 | First Republic, Zolio Market Commentary
First Republic’s Alan Zafran discusses talking to heirs about their inheritance and some basic approaches to managing it. Talking to your children about their inheritance does not come easily. It’s common for parents to worry that the knowledge of a future...
Nov 14, 2013 | First Republic
Global Equity Market Outlook First Republic’s Alan Zafran’s interview with Bloomberg’s Carol Massar and Vonnie Quinn regarding the outlook for the global equity markets. Listen to the recording>> CEOs Bullish on the U.S. Economy and Hiring First...
