Insights

Newsletters

Keep calm and invest on.

To say the first half of 2022 has been unpredictable would...

Market Review Slides – 1st Quarter...

Click below to read the 1st Quarter Market Review.  

Our take on recent events and...

Russian’s invasion of the Ukraine and the humanitarian crisis it has...

Fourth Quarter Newsletter

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

Market Review Slides – 4th Quarter...

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...