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Q4 2022 U.S. Economic and Financial Markets Review

GDP grew by 3.2% in the 3rd quarter, reversing the negative trend of the prior...
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SECURE Act 2.0 introduces lots of new ways to make your...

On December 29, 2022, the Setting Every Community Up for Retirement Enhancement (SECURE) 2.0 Act...
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Recessions happen

We’re happy to welcome two new clients into the ZRC family again this quarter. It’s...
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2023 Tax Guide

To view the 2023 Tax Guide, click here The information provided here is for general...
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Market Review Slides – 2022

This report features world capital market performance and a timeline of events for the past...
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ZRC Wealth Management – End-of-Year 2022 Action Checklist

With the holidays approaching, we thank our clients, friends and partners for their support.  While...
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Through the FIRE

By Ryan Kosakura, CFA, CFP® with Cheryl Nobusada What does Financial Independence mean to you...
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ZRC Quarterly Perspectives: Don’t get spooked by your investments.

We’re happy to welcome four new clients into the ZRC family again this quarter. It’s...
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Important milestones achieved by your ZRC Wealth Management team!

Barry Mendelson, CFP® – Wealth Advisor In September, Barry and Kristin’s oldest daughter Sydney began...
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Market Review Slides – 3rd Quarter 2022

This report features world capital market performance and a timeline of events for the past...
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Quarterly Perspectives: How to survive a close encounter with a bear

With summer and camping trips in full swing and U.S. stocks hovering around bear market...
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Market Review Slides – 2nd Quarter 2022

This report features world capital market performance and a timeline of events for the past...
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Keep calm and invest on.

To say the first half of 2022 has been unpredictable is an understatement. The ongoing...
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Market Review Slides – 1st Quarter 2022

Click below to read the 1st Quarter Market Review.  

Our take on recent events and how to respond

Russian’s invasion of the Ukraine and the subsequent humanitarian crisis is troubling on so many...
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