Insights Newsletters Fourth Quarter Newsletter We are happy to welcome five new clients into the ZRC family this quarter. Thank...Read more 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...Read more Quarterly Perspective: Financial Market Review and Index Returns It was a volatile third quarter with the U.S. broad market (as represented by the...Read more 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...Read more Video Update with Barry Mendelson, CFP – Wealth Advisor & Managing... Kevin Goulding, CFP joins ZRC Wealth team, California Prop 19, and proposed Biden Administration Tax...Read more Seven Tips for Recent College Grads First of all…congratulations! Your education is a game changer that will have a huge impact...Read more 1st Quarter Newsletter April 30, 2021 We are happy to welcome three new clients into the ZRC family...Read more 2020 Investment Review & Newsletter We are happy to welcome two new clients into the ZRC family this quarter. Thank...Read more How Much Impact Does the President Have on Stocks? How Much Impact Does the President Have on Stocks_The anticipation building up to elections often...Read more Tips for staying entertained and well-fed. What we are watching. Pick of the Litter. The 2018 Netflix documentary by Dan Nachman...Read more What history tells us about elections and the market. Investors often wonder whether the market will rise or fall based on who is elected...Read more A Mid-Year Checkup: Three things to consider and discuss with your... If you are saver, are you on track to reach your financial goals? Tally your...Read more Market volatility update and resources Our hearts go out to those whose families and livelihood have been affected by the...Read more Prev 1 2 3 4 Next All Insights
