Insights

Newsletters

Tax Benefits and Team Update

Will Congress pass tax and budget plans? Democratic Party leaders seek to...

Quarterly Perspective: Financial Market Review and...

It was a volatile third quarter with the U.S. broad market...

Market Review Slides – 3rd Quarter...

Medicare Open Enrollment begins October 15....

With its alphabet soup of plan names, it’s easy to just...

Video Update with Barry Mendelson, CFP...

Kevin Goulding, CFP joins ZRC Wealth team, California Prop 19, and...

Seven Tips for Recent College Grads

First of all…congratulations!  Your education is a game changer that will...

1st Quarter Newsletter

April 30, 2021 We are happy to welcome three new clients...

2020 Investment Review & Newsletter

We are happy to welcome two new clients into the ZRC...

How Much Impact Does the President...

How Much Impact Does the President Have on Stocks_The anticipation building...

Tips for staying entertained and well-fed.

What we are watching. Pick of the Litter. The 2018 Netflix...

What history tells us about elections...

Investors often wonder whether the market will rise or fall based...

A Mid-Year Checkup: Three things to...

If you are saver, are you on track to reach your...

Market volatility update and resources

Our hearts go out to those whose families and livelihood have...

Coronavirus: You and your investment portfolio...

When we warned 2020 might be an especially volatile year for...

Retirement Checklists: Goals for Every Stage...

A happy and comfortable retirement is the #1 goal in financial...