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The latest activities, updates, and announcements from The Zandbergen Group

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Establish Your Charitable Giving Structure

As we head into a season that is typically full of charitable fundraisers and philanthropic events, you may be thinking about establishing your charitable…
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An Introduction to Bond Ladders

Bonds play an important role in a diverse investment portfolio. As fixed-income securities, they can provide a stable return until they mature. As with…
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We’re Not Already In A Recession

Real GDP declined at a 1.5% annual rate in the first quarter and, as of Friday, the Atlanta Fed’s “GDP Now” model projects zero…
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Bart Zandbergen Celebrates 30 Year Anniversary in Wealth Management

Milestones have a way of triggering us into reflection. For me, 2022 marks 30 years in which I have invested my life into a…
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Lessons from the FIRE Movement

The Financial Independence/Retire Early, or FIRE, movement is an investment practice and lifestyle that focuses on saving aggressively and spending frugally so individuals can…
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Get a Jump Start on Your 2022 Taxes

As you’re finishing up your 2021 tax return, you may be thinking your tax work is done until next spring. But getting a jump-start…
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4 Tips to Help You Avoid Timing the Market

Sudden ups and downs in the stock market can be hard to ignore. It’s common to get the urge to sell when you see…
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Negotiating for Workplace Benefits

Improve a job offer by thinking beyond your salary. It’s a job seeker’s market. The Great Resignation, which began in April 2021, has seen…
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ESOPs: The Basics of Employee Stock Ownership Plans

A company that wants to supplement its employees’ salary with equity compensation can do so in a variety of ways. The most popular is…
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The Zandbergen Group is a DBA of Axxcess Wealth Management, LLC a Registered Investment Advisor with the SEC. Bart A. Zandbergen, CA Insurance License #OA96242. Letitia S. Berbaum, CA Insurance License #OH19537. Zandbergen Group, LLC is a DBA of Axxcess Wealth Management, LLC (“Axxcess”), a registered investment advisor. Advisory services are only offered to clients or prospective clients where Axxcess and its representatives are properly licensed or exempt from licensure.