Review & Commentary Archives - ZRC Wealth Management

2nd Quarter 2021 Market Commentary and Outlook

July 23, 2021 In May, Kevin Goulding, CFP® joined ZRC as a Wealth Advisor based...

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...

Q3 2020 Quarterly Market Review Slides

This report features world capital market performance and a timeline of events for the past...

July 2020: 2nd Quarter Commentary and Outlook

We’re happy to welcome two new clients into the ZRC family this quarter. Thank you...

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...

4th Quarter 2019 Market Review and 2020 Outlook

As we begin the New Year, on behalf of the entire ZRC Wealth Team, I’d...

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...

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...

document checklist

____ Brokerage & Mutual Fund Statements ____ Bank Statements ____ Investment Basis Information ____ 401(k)...

2nd Quarter 2019 Market & Investment Commentary

Please welcome our Summer Intern – Zachary Byrd. Zac just completed his sophomore year at...

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...

Second Quarter 2019 – Quarterly Market Review

This insightful review features world capital market performance and a timeline of events for the...

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...