Insights

Review & Commentary

2nd Quarter 2021 Market Commentary and...

July 23, 2021 In May, Kevin Goulding, CFP® joined ZRC as...

2nd Quarter and our 2021 Market...

1st Quarter and our 2021 Market...

3rd Quarter 2020 Market Commentary and...

3rd Quarter 2020 reports and other portfolio information are now available...

Q3 2020 Quarterly Market Review Slides

This report features world capital market performance and a timeline of...

July 2020: 2nd Quarter Commentary and...

We’re happy to welcome two new clients into the ZRC family...

April 2020: 1st Quarter Market Review...

You’ve got this! It’s difficult to wrap our heads around what...

4th Quarter 2019 Market Review and...

As we begin the New Year, on behalf of the entire...

Happy Holidays From ZRC Wealth, Are...

In this issue: Are free trades really free? Update on California...

October ZRC Wealth Management Investment Outlook...

We are happy to welcome three new clients to the ZRC...

document checklist

____ Brokerage & Mutual Fund Statements ____ Bank Statements ____ Investment...

2nd Quarter 2019 Market & Investment...

Please welcome our Summer Intern – Zachary Byrd. Zac just completed...

Important To-Do's Before Sending Your Child...

By Ken Rosenbaum, CPA The day has come. Your little baby...

Second Quarter 2019 – Quarterly Market...

This insightful review features world capital market performance and a timeline...

June 2019 Newsletter: Opportunity Zones and...

In this issue… Opportunity Zones and Qualified Opportunity Funds (QOFs) What...