4th Quarter 2018 Market & Investment Commentary

Happy New Year to you and your loved ones! We are thrilled to welcome four new clients to the firm this quarter. It’s an honor to serve all of you and we are grateful for the trust you have placed…
Read more

December 2018: Recent Market Volatility

After years of relative calm in the markets, increased volatility the last three months in the stock market has resulted in renewed anxiety for many investors. While the pace at which the economy is growing seems to have slowed, we…
Read more

Seasons Greetings from your Expert Team at ZRC Wealth Management

From left to right; John Davis, CFP.. Kelly Gillette.. Barry Mendelson, CFP.. Ryan Kosakura, CFA, CFP.. Thomas Howard, CFP In recognition of your confidence and support, we have made donations to North Valley Community Foundation (in support of Camp Fire…
Read more

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…
Read more

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…
Read more

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…
Read more

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…
Read more

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…
Read more