Resources - Zosh Williams Costa Asset Management Group

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Exit interviews: Uncover opportunities for organizational improvement

Turning feedback into action will increase loyalty.

Business Ownership

A universe of potential opportunity lies beyond the public markets

Technology and trends have made individual investors an important part of the private market.

Markets & Investing

How does the US-China trade truce impact our market and economic views?

5/14/2025

The 90-day reduction on tariffs between the US and China is a positive development, but some questions remain.

Markets & Investing

How rebalancing helps keep your portfolio on track

Keeping your financial plan aligned with your goals, risk tolerance and time horizon.

Markets & Investing

Setting your team up for success in retirement

Offering a retirement plan to employees benefits both you and them.

Business Ownership

Ensure peace of mind with an heir preparation packet

Help your loved ones navigate a difficult time with a comprehensive guide when it’s needed most.

Estate & Giving

Generous estate and gift tax exemptions may end soon

Now’s the time to review your estate and gifting plans.

Estate & Giving

April showered with tariff talk, market volatility

4/30/2025

Expect uncertainty to continue in the near term.

Markets & Investing

Asset-based long-term care solutions: A more flexible option

As we’re living longer, asset-based long-term care insurance can help you live your best life well into retirement.

Retirement & Longevity

Succession planning: Dos and Don’ts

Every entrepreneur should have a succession plan, even early-stage founders. Here are some dos and don’ts of succession planning in this phase.

Business Ownership

Social security survivor benefits: 6 things to remember

Understanding how social security benefits apply to a surviving spouse is essential to creating an effective retirement income plan.

Retirement & Longevity

The future at your fingertips

Zosh Williams Costa Asset Management Group
445 Hutchinson Ave Ste 860 Columbus, OH 43235-5787
T: 380.444.5656
Map & Directions
Map & Directions

Zosh Williams Costa Asset Management Group
110 Traders Cross, First Floor Bluffton, SC 29909
T: 843.790.7987
Map & Directions
Map & Directions

Advisory services offered by World Investment Advisors, LLC. Securities offered by World Investments, Inc., member FINRA/SIPC. World Investment Advisors, LLC is affiliated through common ownership with World Investments, Inc.