Insights Search View by category Articles Newsletters Press Release Review & Commentary Video Market Review Slides – 3rd Quarter 2023 This report features world capital market performance and a timeline of events for the past quarter. It begins with a global overview, then features the returns of...Read more Veteran Accounting and Financial Services Executive Rob Anderson joins ZRC Wealth... Veteran Accounting and Financial Services Executive Rob Anderson, CPA, CFP®, CVA joins ZRC Wealth Management, LLC as a Wealth Advisor Walnut Creek, Calif. – October 1, 2023...Read more Selling Your Home for a Big Profit As of July 2023, the National Association of Realtors reports a 1.9% increase in the median price of existing homes sold compared to the same period in...Read more Financing Education 101 “An investment in knowledge pays the best interest.” — Benjamin Franklin Many parents grapple with the challenge of how to pay for James or Julia’s education, and...Read more Exciting News! TD Ameritrade accounts are migrating to Charles Schwab soon! We have some exciting news to share! As you may know, Charles Schwab acquired TD Ameritrade in 2019 and will soon begin the process of transitioning accounts...Read more Tax Deduction Drama: The Catch-Up Contributions Countdown! Fellow high-earning Americans, listen up! There’s some tax deduction drama heading this way next year. Currently, all of you fabulous 50-and-better workers can make catch-up contributions to...Read more U.S. Financial & Economic Review Although year-over-year core inflation has declined from the peak in September 2022, inflation has proven resilient. The strong services sector and tight labor markets means inflation is...Read more Important deadlines and dates July 25-26……….. Federal Reserve Open Market Committee meeting Sept 4 …………….. Labor Day – The financial markets are closed and so are ZRC’s offices. Sept 10……………. Grandparent’s...Read more Market Review Slides – 2nd Quarter 2023 This report features world capital market performance and a timeline of events for the past quarter. It begins with a global overview, then features the returns of...Read more Suggested Reading – Your Money or Your Life Your Money or Your Life by Vicki Robin and Joe Dominguez provides an approach to personal finance that could transform your relationship with money. Some of the...Read more What the ZRC Wealth Management Team Has Been Up To NorCal Financial Planning Association FPA Conference The annual NorCal FPA conference in San Francisco consistently sells out and this year’s conference in May was no exception. The...Read more Community leader Barry Mendelson Joins Board of Directors at Youth Homes,... — Youth Homes, Inc., a leading non-profit organization dedicated to providing safe and nurturing environments for at-risk youth, is pleased to announce the...Read more Annual ADV Disclosure Brochure, Form CRS, and Privacy Policy At the bottom of every page of our website www.zrcwm.com you will find links to our updated Form ADV, Form CRS, and Privacy Policy. The Form ADV...Read more U.S. Economic and Financial Markets Review During the first quarter, global stock and bond markets continued their upward trends from the previous quarter. The S&P 500 index, a popular headline stock market index...Read more 18 Ways to Honor Earth Day Every Day At ZRC, we’ll talk a lot about sustainability. That means helping our clients create sustainable wealth… in other words wealth that not only benefits them during their...Read more More Resources Prev 1 2 3 4 5 … 10 Next
