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Empowering Seniors: Navigating Care Resources

Kevin Goulding shared his article, “How to Become an Educated Consumer of Elder Care,” a...
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Quarterly Investment & Economic Review

Stocks across markets, styles, and market capitalizations Mutual funds and ETFs are less likely to...
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What your ZRC team is enjoying

The Joy of Walking Food Tours: A Culinary Adventure – Ryan Kosakura, CFA, CFP Exploring...
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Quarterly Investment & Economic Review

Stocks across markets, styles, and market capitalizations Important dates and deadlines Keeping things in perspective...
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Steve Block, CFA, Joins ZRC Wealth Management as Wealth Advisor &...

ZRC Wealth Management is proud to announce the addition of Steve Block, CFA, as a...
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Rob Anderson, CPA, CFP, CVA joins ZRC Wealth Management as a...

We’re happy to welcome three new clients into the ZRC family this quarter. It’s an...
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Quarterly Investment & Economic Review

Stock markets continue to watch the Fed and are beginning to accept that it will...
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2023 Year-End Financial Checklist & Important Deadlines and Dates

2023 Year-End Financial Checklist As the holiday season draws near, we extend our gratitude to...
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Market Review Slides – 3rd Quarter 2023

This report features world capital market performance and a timeline of events for the past...
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Selling Your Home for a Big Profit

As of July 2023, the National Association of Realtors reports a 1.9% increase in the...
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Financing Education 101

“An investment in knowledge pays the best interest.” — Benjamin Franklin Many parents grapple with...
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Exciting News! TD Ameritrade accounts are migrating to Charles Schwab soon!

We have some exciting news to share! As you may know, Charles Schwab acquired TD...
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Tax Deduction Drama: The Catch-Up Contributions Countdown!

Fellow high-earning Americans, listen up! There’s some tax deduction drama heading this way next year....
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U.S. Financial & Economic Review

Although year-over-year core inflation has declined from the peak in September 2022, inflation has proven...
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Important deadlines and dates

July 25-26……….. Federal Reserve Open Market Committee meeting Sept 4 …………….. Labor Day – The...
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