June 2019 Newsletter: Opportunity Zones and Qualified Opportunity Funds (QOFs) & 47th Annual FPA NorCal Conference

In this issue… Opportunity Zones and Qualified Opportunity Funds (QOFs) What we learned at the 47th Annual Financial Planning Association NorCal Conference Opportunity Zones and Qualified Opportunity Funds We have been spending an increasing amount of time doing research and due-diligence on…
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1st Quarter 2019 Market & Investment Commentary

We are happy to welcome three new clients to the ZRC family this quarter. Thank you to those who continue to share what we do with friends and family. It has been an exciting year for clients of ZRC Wealth…
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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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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