Insights

View by category

2nd Quarter and our 2021 Market Review

How to Upload and Download Reports and Documents in Your ZRC Wealth Portal

 

Video Update with Barry Mendelson, CFP – Wealth Advisor & Managing Partner

Kevin Goulding, CFP joins ZRC Wealth team, California Prop 19, and proposed Biden Administration Tax Changes

Seven Tips for Recent College Grads

First of all…congratulations!  Your education is a game changer that will have a huge impact on your life and the choices you will be afforded.  While that accomplishment dwarfs anything on the list that follows, it also makes these...

ZRC Expands Wealth Advisor Team with Kevin Goulding CFP®

Press Release ZRC Wealth Management, LLC Expands Wealth Advisor Team with Veteran Financial Executive, Kevin Goulding CFP® Santa Rosa and Walnut Creek, Calif. – June 1, 2021 – ZRC Wealth Management, LLC, a leading independent wealth management firm with...

1st Quarter Newsletter

April 30, 2021 We are happy to welcome three new clients into the ZRC family this quarter. Thank you to everyone who continues to share with friends and family how we’ve added clarity to your financial lives and increased...

1st Quarter and our 2021 Market Review

Ins and Outs of Emerging Markets Investing: Market Behavior and Evolution

Emerging markets are an important part of a well-diversified global equity portfolio. However, recent history reminds us that they can be volatile and can perform differently than developed markets. In this article, we provide a longer historical perspective on...

2020 Investment Review & Newsletter

We are happy to welcome two new clients into the ZRC family this quarter. Thank you to everyone who continues to share with friends and family, their experiences about how we’ve added clarity to your financial lives and increased...

Preparing for a Loved One’s Passing

When a loved one passes, they leave behind more than just memories. Their funeral must be planned, their bank and investment accounts transferred and closed, their pets rehomed, and their final bills paid. The job of handling those personal...

ZRC is Hiring! Wealth Advisor & Financial Planner

Wealth Advisor & Financial Planner – (telecommuting until at least Summer 2021 and then based in our Santa Rosa, California office at 3510 Unocal Place, Suite 350). Are you a blossoming wealth advisor and/or financial planner who feels they...

Meeting Checklist

Please take a minute to review the topics and questions below. Check off any concerns you have right now. Chances are we have information that will help us address many of the issues that may worry you.   Has...

3rd Quarter 2020 Market Commentary and Outlook

3rd Quarter 2020 reports and other portfolio information are now available to view on the new ZRC Wealth platform. If you haven’t already done so, please bookmark this page for future use. Once you access the portal, please click...

Sustainability Funds Brochure

Many people want to align their environmental views with their portfolio objectives. But can you support your values while maintaining sound investment principles and pursuing higher expected returns? Dimensional’s sustainability strategies offer a patented approach to applying environmental and...

Q3 2020 Quarterly Market Review Slides

This report features world capital market performance and a timeline of events for the past quarter. It begins with a global overview, then features the returns of stock and bond asset classes in the US and international markets. The...
More Resources