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July 2017 Newsletter: Second Quarter Market Update and Commentary

ZRC Wealth Management continues to grow and we are pleased to welcome two new clients to the firm this quarter. Thank you to those who continue to share what we do with friends and family. Market & Investment Commentary Stocks…
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ZRC Fan Fest – May 2017

On behalf of the entire ZRC Wealth Management team, we wanted to thank all (60+) of you who came out and made our Fan Fest Luncheons a success. Based on feedback from our earlier survey, we wanted to do something…
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Technology Resources and Applications to help us live longer and better

At our ZRC Fan Fest client luncheons in May, we discussed how technology is changing the way we live, age and engage with the world through retirement. Click here: Technology Resources and Applications

ZRC sponsors the Cancer Support Community’s Annual Hope Walk

ZRC Wealth Management is not only committed to improving the lives of our clients, but also the world around us. Every year the firm donates a considerable amount of our time and money to local and international causes. 2016 was particularly…
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1st Quarter Market Insights & Commentary

Stocks across the globe climbed higher in the first quarter of 2017. U.S. Stocks as whole were up 5.8%, International Developed Stocks 6.8%, and Emerging Markets Stocks 11.4%. All ZRC client accounts posted solid gains for the quarter (with returns…
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March 2017 Newsletter: Three investment trends that will change your life… for the better.

In this newsletter, we discuss three topics and trends that could have a big impact on your financial well-being. 1. How much should we be saving each year? A simple rule of thumb is that by age 35 you would…
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January 2017 Commentary and Insights

The Best of the North Bay’s readers poll is now open through February 28th. Please vote for ZRC Wealth Management under Best Business Services / Wealth Management Company here (even if you don’t live in the North Bay). If at…
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Will the new President and Administration affect your investments?

Just like in investing, last week’s Presidential election reminds us that unexpected events do occur. As the election results became clear, U.S. stock market futures suggested there would be a steep decline in US. Stocks the next day – and…
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3rd Quarter Portfolio Report

We are pleased to welcome four new clients to the firm this quarter. It’s an honor to serve you and we look forward to many years of working together. ZRC Wealth Management now serves more than 130 investors (families, individuals,…
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September 2016 Newsletter

The Morningstar Rating™ for Funds, often called the “Star Rating,” was first introduced in 1985. Using a scale of one to five starts, the original rating allowed investors to quickly evaluate a fund’s past performance within six broad asset classes….
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