First Quarter 2019 – Quarterly Market Review

This insightful review features world capital market performance and a timeline of events for the past quarter.  To access this report, click HERE.

ZRC Wealth Management Welcome Guide

What to Expect as a Client of ZRC Wealth Management Welcome to ZRC Wealth Management! Here is an outline explaining what you can expect as a valued client of ZRC. Please contact us at any time if you have questions,…
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ZRC Wealth Management, LLC Summer 2019 Internship Opportunity

Firm Overview Founded in 1999, ZRC Wealth Management, LLC is a Northern California based Registered Investment Advisor that provides investment management and financial planning services to discerning individuals, families, and companies across the United States. As an independent and privately…
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March 2019 Newsletter: IRA Contributions & 529 Plan Updates

There’s still time for Business Owners to make a retirement plan contribution for 2018 via a SEP-IRA. Update on 529 Qualified Tuition / College Saving Plans There’s still time for Business Owners to set-up and fund a SEP-IRA for 2018…
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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…
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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…
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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…
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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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