Simply checking in

We hope this email finds you and your loved ones safe and healthy. We are still in the process of reaching-out to each and every one of you. While we have no concerns whatsoever about your ZRC managed accounts, recent…
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Using Schwab’s Automatic Investment Tool in 401K & Retirement Accounts

In this ten minute video, Barry Mendelson, CFP shows 401K participants and investors how save time and get their retirement plan contributions automatically invested every paycheck using Charles Schwab & Co’s little know Automatic Investment Tool.

Video updated from Barry Mendelson, CFP on Sunday, March 22, 2020

Market volatility update and resources

Our hearts go out to those whose families and livelihood have been affected by the coronavirus outbreak. Though the government’s and other agencies measures may seem extreme, we believe they are in the public’s best interest to slow, contain, and…
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Coronavirus: You and your investment portfolio will survive.

When we warned 2020 might be an especially volatile year for stocks, this is not exactly what we had in mind. However, due to the 24 hour news cycle, COVID-19 (aka the coronavirus) is a concern for many people, including…
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4th Quarter 2019 Market Review and 2020 Outlook

As we begin the New Year, on behalf of the entire ZRC Wealth Team, I’d like to express our sincerest gratitude for the opportunity to serve you, your families, businesses, and employees. The trust you place in us to manage…
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Happy Holidays From ZRC Wealth, Are Free Trades Really Free? And More . . .

In this issue: Are free trades really free? Update on California Assembly Bill 211 (AB211) Happy Holidays from all of us at ZRC Wealth Management. Wishing you health, happiness, and prosperity in 2020 and beyond In recognition of your confidence and…
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October ZRC Wealth Management Investment Outlook And Financial Insights

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 share the work…
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Retirement Checklists: Goals for Every Stage of Your Financial Life

A happy and comfortable retirement is the #1 goal in financial planning. You only get one shot at retirement and the ZRC team has worked with hundreds of people planning for retirement over the years.  We complied a checklist to…
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2nd Quarter 2019 Market & Investment Commentary

Please welcome our Summer Intern – Zachary Byrd. Zac just completed his sophomore year at Washington State University in Pullman. He is majoring in Business Marketing and is excited to start taking higher level business courses. In addition to learning…
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