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…
Recent Newsletters and Reports
- Video updated from Barry Mendelson, CFP on Sunday, March 22, 2020
- Market volatility update and resources
- Coronavirus: You and your investment portfolio will survive.
- 4th Quarter 2019 Market Review and 2020 Outlook
- Happy Holidays From ZRC Wealth, Are Free Trades Really Free? And More . . .
- October ZRC Wealth Management Investment Outlook And Financial Insights
- Retirement Checklists: Goals for Every Stage of Your Financial Life
- 2nd Quarter 2019 Market & Investment Commentary
- Important To-Do’s Before Sending Your Child Off to College
- Second Quarter 2019 – Quarterly Market Review