Insights

Tips for Preventing Fraud

Fraud and cybercrime are serious threats, so constant vigilance is key. Our firm plays an important role in helping safeguard your assets, but you can also take...
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Andrew Kirchner Promoted

ZRC Wealth Management is delighted to announce the promotion of Andrew Kirchner to the dual roles of Client Service & Portfolio Manager and Chief Compliance Officer. As...
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Petaluma Office

ZRC Wealth Management is thrilled to announce the expansion of its service footprint in Sonoma County with the addition of an office in the historic McNear Building...
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ZRC Wealth Congratulates Douglas Diamond on Nobel Prize Honor

ZRC Wealth Management is excited to congratulate Douglas W. Diamond on being awarded the 2022 Nobel Prize in Economic Sciences. Professor Diamond, who is lead Independent Director...
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Market Returns Through a Century of Recessions

What does a century of economic cycles teach investors about investing? Our interactive exhibit examines how stocks have behaved during US economic downturns. Market Returns through a...
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Here’s What Your ZRC Wealth Management Team is Up to This...

Ryan Kosakura, CFA, CFP® – Wealth Advisor Standing there on the stage, I thanked everyone for showing up at Cancer Support Community’s annual Hope Walk, and then...
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