Insights

What history tells us about elections and the market.

Investors often wonder whether the market will rise or fall based on who is elected president. The data show that capturing the long-term returns of the capital markets does not depend on which party controls the White House. In...

July 2020: 2nd Quarter Commentary and Outlook

We’re happy to welcome two new clients into the ZRC family this quarter. Thank you to everyone who continues to share with friends and family how we’ve helped add clarity to your financial life and grow your net worth...

A Mid-Year Checkup: Three things to consider and discuss with your wealth advisor

If you are saver, are you on track to reach your financial goals? Tally your various contributions across all accounts so far in 2020: A decent baseline savings rate is 15%, but higher-income folks will want to aim for...

The 10 Keys to a Successful Investment Experience

1 Embrace Market Pricing The market is an effective information-processing machine. Each day, the world equity markets process billions of dollars in trades between buyers and sellers—and the real-time information they bring helps set prices. 2 Don’t Try to...

Thoughts from Barry Mendelson

How the Mendelson Family is managing their finances and investments in these unprecedented times… After sheltering in place for nearly three months, life here in Northern California is starting to resemble a new normal. Businesses are beginning to reopen...

ZRC Wealth Management is Hiring!

ZRC Wealth Management is currently seeking to add another exceptional professional to our team. The Wealth Advisor is a full-time position based in our Santa Rosa office. We are seeking to add a new Wealth Advisor to our team,...

Tuning out the noise

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 right now and we all understand that the situation is fluid and ever-changing. However, with each passing day, we inch closer to a resolution...

April 2020 Video Update: Perspective, Patience, and a Plan

Barry Mendelson, CFP – Wealth Advisor & Managing Partner takes you through our quarterly update.

Simply checking in

We hope this email finds you and your loved ones safe and healthy. We are still in the process of reaching-out to each and every one of you. While we have no concerns whatsoever about your ZRC managed accounts,...

Using Schwab's Automatic Investment Tool in 401K & Retirement Accounts

In this ten minute video, Barry Mendelson, CFP shows 401K participants and investors how save time and get their retirement plan contributions automatically invested every paycheck using Charles Schwab & Co’s little know Automatic Investment Tool.

Video updated from Barry Mendelson, CFP on Sunday, March 22, 2020

Market volatility update and resources

Our hearts go out to those whose families and livelihood have been affected by the coronavirus outbreak. Though the government’s and other agencies measures may seem extreme, we believe they are in the public’s best interest to slow, contain,...

Coronavirus: You and your investment portfolio will survive.

When we warned 2020 might be an especially volatile year for stocks, this is not exactly what we had in mind. However, due to the 24 hour news cycle, COVID-19 (aka the coronavirus) is a concern for many people,...

4th Quarter 2019 Market Review and 2020 Outlook

As we begin the New Year, on behalf of the entire ZRC Wealth Team, I’d like to express our sincerest gratitude for the opportunity to serve you, your families, businesses, and employees. The trust you place in us to...
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