ZAG Member Firms

Beaird Harris Wealth Management, Inc. Dallas, Texas Carlson Capital Management Minnesota Foster Group Iowa Petersen Hastings Washington Plan B Wealth Management Perth, Western Australia and Auckland, New… [more]

ZAG Member Firms ZAG Member Firms

Markets and Investing

ZAG firms believe that public markets work efficiently to integrate all available information into security prices. Consequently, they view a security’s current price as the best estimate of its underlying… [more]

Markets and Investing Markets and Investing

Wealth Management

ZAG firms challenge clients to think beyond money. After all, wealth encompasses much more than an account statement. Real wealth is embodied in your financial, social, and intellectual capital. And since… [more]

Wealth Management Wealth Management

Insight from ZAG Firms

rcg-insight
Financial Hypochondria by Jim Martin. Read More →
Plancorp
How Physicians Can Create a Plan for Financial Independence. Read More →
rcg-insight
Free Lunch by Mike Davis. Read More →
Plancorp
Retirement Planning for Physicians: Where to Begin. Read More →
ccm-insight
Fiduciary Care by Justin Stets. Read More →

What's New

zag-in-the-news
Savant and Plancorp have been recognized in the FT 300 Top Registered Investment Advisers
August 8, 2014

Savant and Plancorp have been recognized in the Financial Times inaugural edition of the FT 300 Top Registered Investment Advisers.  Read More →

zag-in-the-news
CNBC Digital’s inaugural list of Top 100 Fee-Only Wealth Management Firms
May 27, 2014

Foster Group, Carlson Capital Management and Beaird Harris Wealth Management have been named to CNBC Digital’s inaugural Top 100 Fee-Only Wealth Management Firms list.  Read More →

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