Why Should You Diversify?

As 2019 approaches, and with US stocks outperforming non-US stocks in recent years, some investors have again turned their attention towards the role that global diversification plays in their portfolios. For the five-year period ending October 31, 2018, the S&P…
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Recent Market Volatility – Insightful Context

What should you make of recent ups and downs in the stock market? Here’s helpful context on volatility and expected returns. Click Here

3rd Quarter 2018 Market & Investment Commentary

We are happy to welcome three new clients to the ZRC family this quarter. It’s an honor to serve you and we look forward to many years of working together. Thank you to everyone who continues to recommend our services…
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September 2018 Newsletter: 529 Plans and Estate Planning

In this issue… Using 529 Plans to Save for College and for Estate Planning What we are reading and listening to ZRC is hiring! Using 529 Plans to Save for College and for Estate Planning As the cost of a…
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John Davis and his band perform the National Anthem at the Giant’s Game

Our very own John Davis and his band, Ancora!/The DonGiovannis were selected to perform the Star Spangled Banner at Italian Heritage Night at AT&T Park on Friday, August 24th where the Giant’s took on the Texas Rangers.  They did an…
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Quarterly Perspectives – Q2 2018

This 8-minute video includes both highlights of market performance and the headlines from the past quarter, including trade negotiations and tariffs.  Courtesy of Loring Ward.

2nd Quarter 2018 Market & Investment Commentary

We are happy to welcome new clients to the ZRC family this quarter. It’s an honor to serve you and we look forward to many years of working together. Thank you to everyone who continues to recommend our services to…
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ZRC Participates in Hope Walk

Ryan Kosakura, his wife Cheryl, their dog Teddy, Barry Mendelson, his oldest daughter Sydney (to Barry’s right) and members of Sydney’s soccer team participated in this years Hope Walk at Heather Farm Park in Walnut Creek (benefiting the Cancer Support…
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Quarterly Perspectives – Q1 2018

This video looks back at the 1st Quarter and offers perspective on the latest market and economic headlines. Courtesy of our friends at Loring Ward.

Bike to Work Day – May 10, 2018

Thursday, May 10, 2018 is Bay Area Bike to Work Day.  So what do you say…grab your helmet and ditch the car for the day!  Snap a photo of your journey to work on your bike and we will send…
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