Insights Search View by category Articles Newsletters Press Release Review & Commentary Video Silicon Valley Bank and Signature Bank Failures – A Crisis in... On Friday, March 10, regulators took control of Silicon Valley Bank as a “run on the bank” unfolded. Two days later, regulators took control of a second...Read more Market Review Slides – 1st Quarter 2023 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...Read more 3 Things For New ZRC Clients To Complete Watch our video: 3 Things For New ZRC Clients To Complete Q4 2022 U.S. Economic and Financial Markets Review GDP grew by 3.2% in the 3rd quarter, reversing the negative trend of the prior two quarters. The unemployment rate held steady at 3.7% through November. This...Read more SECURE Act 2.0 Introduces Lots of New Ways to Make Your... On December 29, 2022, the Setting Every Community Up for Retirement Enhancement (SECURE) 2.0 Act was signed into law as part of the Consolidated Appropriations Act of...Read more Recessions Happen We’re happy to welcome two new clients into the ZRC family again this quarter. It’s an honor to serve you and we look forward to many years...Read more 2023 Tax Guide To view the 2023 Tax Guide, click here The information provided here is for general informational purposes only and should not be considered investment advice. ZRC does...Read more Market Review Slides – 2022 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...Read more 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...Read more ZRC Wealth Management – End-of-Year 2022 Action Checklist With the holidays approaching, we thank our clients, friends and partners for their support. While the financial markets and economy are out your control, in the following...Read more Through the FIRE By Ryan Kosakura, CFA, CFP® with Cheryl Nobusada What does Financial Independence mean to you – and how badly do you want it? People often talk about...Read more 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...Read more 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...Read more ZRC Quarterly Perspectives: Don’t Get Spooked by Your Investments. We’re happy to welcome four new clients into the ZRC family again this quarter. It’s an honor to serve you and we look forward to many years...Read more Important Milestones Achieved by Your ZRC Wealth Management Team! Barry Mendelson, CFP® – Wealth Advisor In September, Barry and Kristin’s oldest daughter Sydney began her freshman year at the University of Washington in Seattle. She is...Read more More Resources Prev 1 2 3 4 5 6 … 10 Next
