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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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2nd Quarter Commentary and Insights

We are pleased to welcome two new clients to the firm this quarter. It’s an honor to serve you and we look forward to many years of working together. Thank you to those who continue to share what we do…
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ZRC Wealth Management’s view of the UK’s decision to exit the European Union

The UK vote to leave the European Union (EU) sets in motion a long period of political, economic and market uncertainty for the UK (the world’s fifth-largest economy) and EU. Extreme market volatility is rarely a good time to make…
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1st Quarter Update and annual SEC Form ADV (disclosure brochure) and Privacy Policy

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. Thank you to those who continue to share what we do…
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March 2016 Newsletter

In investing, it’s not what you make, but how much you keep (taxes being the difference). In this edition of our e-newsletter, we offer some tax related insights as we head into tax season. Please note that these comments are…
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January 2016 Newsletter

Happy New Year! 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 125 investors and…
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December 2015 Newsletter

With the holidays and end of year upon us, we at ZRC Wealth Management would like to thank our clients, friends, and fellow professionals for their support over the years. In the spirit of the season, we offer these 12…
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