Insights Newsletters Important Milestones Achieved by Your ZRC Wealth Management Team! Barry Mendelson, CFP® – Wealth Advisor In September, Barry and Kristin’s oldest daughter Sydney began...Read more Market Review Slides – 3rd Quarter 2022 This report features world capital market performance and a timeline of events for the past...Read more 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...Read more Market Review Slides – 2nd Quarter 2022 This report features world capital market performance and a timeline of events for the past...Read more Keep Calm and Invest On. To say the first half of 2022 has been unpredictable is an understatement. The ongoing...Read more 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...Read more 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 Prev 1 2 3 4 5 Next All Insights
