Insights

Review & Commentary

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

1st Quarter 2019 Market & Investment Commentary

We are happy to welcome three new clients to the ZRC family this quarter. Thank...
Read more

First Quarter 2019 – Quarterly Market Review

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

ZRC Wealth Management Welcome Guide

What to Expect as a Client of ZRC Wealth Management Welcome to ZRC Wealth Management!...
Read more

March 2019 Newsletter: IRA Contributions & 529 Plan Updates

There’s still time for Business Owners to make a retirement plan contribution for 2018 via...
Read more

4th Quarter 2018 Market & Investment Commentary

Happy New Year to you and your loved ones! We are thrilled to welcome four...
Read more

December 2018: Recent Market Volatility

After years of relative calm in the markets, increased volatility the last three months in...
Read more

Seasons Greetings from your Expert Team at ZRC Wealth Management

From left to right; John Davis, CFP.. Kelly Gillette.. Barry Mendelson, CFP.. Ryan Kosakura, CFA,...
Read more

Why Should You Diversify?

As 2019 approaches, and with US stocks outperforming non-US stocks in recent years, some investors...
Read more

Recent Market Volatility – Insightful Context

What should you make of recent ups and downs in the stock market? Here’s helpful...
Read more

September 2018 Newsletter: 529 Plans and Estate Planning

In this issue… Using 529 Plans to Save for College and for Estate Planning What...
Read more

John Davis and his band perform the National Anthem at the...

Our very own John Davis and his band, Ancora!/The DonGiovannis were selected to perform the...
Read more

Quarterly Perspectives – Q2 2018

This 8-minute video includes both highlights of market performance and the headlines from the past...
Read more

ZRC Participates in Hope Walk

Ryan Kosakura, his wife Cheryl, their dog Teddy, Barry Mendelson, his oldest daughter Sydney (to...
Read more

Quarterly Perspectives – Q1 2018

This video looks back at the 1st Quarter and offers perspective on the latest market...
Read more