Insights

Review & Commentary

1st Quarter 2019 Market & Investment...

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

First Quarter 2019 – Quarterly Market...

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

ZRC Wealth Management Welcome Guide

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

March 2019 Newsletter: IRA Contributions &...

There’s still time for Business Owners to make a retirement plan...

4th Quarter 2018 Market & Investment...

Happy New Year to you and your loved ones! We are...

December 2018: Recent Market Volatility

After years of relative calm in the markets, increased volatility the...

Seasons Greetings from your Expert Team...

From left to right; John Davis, CFP.. Kelly Gillette.. Barry Mendelson,...

Why Should You Diversify?

As 2019 approaches, and with US stocks outperforming non-US stocks in...

Recent Market Volatility – Insightful Context

What should you make of recent ups and downs in the...

September 2018 Newsletter: 529 Plans and...

In this issue… Using 529 Plans to Save for College and...

John Davis and his band perform...

Our very own John Davis and his band, Ancora!/The DonGiovannis were...

Quarterly Perspectives – Q2 2018

This 8-minute video includes both highlights of market performance and the...

ZRC Participates in Hope Walk

Ryan Kosakura, his wife Cheryl, their dog Teddy, Barry Mendelson, his...

Quarterly Perspectives – Q1 2018

This video looks back at the 1st Quarter and offers perspective...

Bike to Work Day – May...

Thursday, May 10, 2018 is Bay Area Bike to Work Day. ...