Insights

Newsletters

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 would be an understatement. The...
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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 humanitarian crisis it has brought is troubling on...
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Fourth Quarter Newsletter

We are happy to welcome five new clients into the ZRC family this quarter. Thank...
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Market Review Slides – 4th Quarter 2021

Tax Benefits and Team Update

Will Congress pass tax and budget plans? Democratic Party leaders seek to pass a roughly $1...
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Quarterly Perspective: Financial Market Review and Index Returns

It was a volatile third quarter with the U.S. broad market (as represented by the...
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Market Review Slides – 3rd Quarter 2021

Medicare Open Enrollment begins October 15. Read this to be ready.

With its alphabet soup of plan names, it’s easy to just give up and pick...
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Video Update with Barry Mendelson, CFP – Wealth Advisor & Managing...

Kevin Goulding, CFP joins ZRC Wealth team, California Prop 19, and proposed Biden Administration Tax...
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Seven Tips for Recent College Grads

First of all…congratulations!  Your education is a game changer that will have a huge impact...
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1st Quarter Newsletter

April 30, 2021 We are happy to welcome three new clients into the ZRC family...
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2020 Investment Review & Newsletter

We are happy to welcome two new clients into the ZRC family this quarter. Thank...
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