Insights Review & Commentary 2nd Quarter 2021 Market Commentary and Outlook July 23, 2021 In May, Kevin Goulding, CFP® joined ZRC as a Wealth Advisor based...Read more 2nd Quarter and our 2021 Market Review 1st Quarter and our 2021 Market Review 3rd Quarter 2020 Market Commentary and Outlook 3rd Quarter 2020 reports and other portfolio information are now available to view on the...Read more Q3 2020 Quarterly Market Review Slides This report features world capital market performance and a timeline of events for the past...Read more July 2020: 2nd Quarter Commentary and Outlook We’re happy to welcome two new clients into the ZRC family this quarter. Thank you...Read more April 2020: 1st Quarter Market Review and Financial Update You’ve got this! It’s difficult to wrap our heads around what the world is experiencing...Read more 4th Quarter 2019 Market Review and 2020 Outlook As we begin the New Year, on behalf of the entire ZRC Wealth Team, I’d...Read more Happy Holidays From ZRC Wealth, Are Free Trades Really Free? And... In this issue: Are free trades really free? Update on California Assembly Bill 211 (AB211) Happy...Read more October ZRC Wealth Management Investment Outlook And Financial Insights We are happy to welcome three new clients to the ZRC family this quarter. It’s...Read more document checklist ____ Brokerage & Mutual Fund Statements ____ Bank Statements ____ Investment Basis Information ____ 401(k)...Read more 2nd Quarter 2019 Market & Investment Commentary Please welcome our Summer Intern – Zachary Byrd. Zac just completed his sophomore year at...Read more Important To-Do's Before Sending Your Child Off to College By Ken Rosenbaum, CPA The day has come. Your little baby has grown up and...Read more Second Quarter 2019 – Quarterly Market Review This insightful review features world capital market performance and a timeline of events for the...Read more June 2019 Newsletter: Opportunity Zones and Qualified Opportunity Funds (QOFs) &... In this issue… Opportunity Zones and Qualified Opportunity Funds (QOFs) What we learned at the 47th Annual...Read more 1 2 3 Next All Insights