Insights

Happy Holidays From ZRC Wealth, Are Free Trades Really Free? And More . ....

In this issue: Are free trades really free? Update on California Assembly Bill 211 (AB211) Happy Holidays from all of us at ZRC Wealth Management. Wishing you health, happiness, and prosperity in 2020 and beyond In recognition of your confidence...

October ZRC Wealth Management Investment Outlook And Financial Insights

We are happy to welcome three new clients to the ZRC family this quarter. It’s an honor to serve you and we look forward to many years of working together. Thank you to everyone who continues to share the...

document checklist

____ Brokerage & Mutual Fund Statements ____ Bank Statements ____ Investment Basis Information ____ 401(k) Account Statements ____ 529 College Savings Account Statements with beneficiary date of birth ____ Company Stock Option, Restricted Stock, RSU grant information ____ Investment...

Retirement Checklists: Goals for Every Stage of Your Financial Life

A happy and comfortable retirement is the #1 goal in financial planning. You only get one shot at retirement and the ZRC team has worked with hundreds of people planning for retirement over the years.  We complied a checklist...

2nd Quarter 2019 Market & Investment Commentary

Please welcome our Summer Intern – Zachary Byrd. Zac just completed his sophomore year at Washington State University in Pullman. He is majoring in Business Marketing and is excited to start taking higher level business courses. In addition to...

Important To-Do's Before Sending Your Child Off to College

By Ken Rosenbaum, CPA The day has come. Your little baby has grown up and is now ready to leave the nest. He or she has graduated high school and is preparing for the next big step. Whether it’s...

Second Quarter 2019 – Quarterly Market Review

This insightful review features world capital market performance and a timeline of events for the past quarter.  It also discusses the impact of globally diversified portfolios and the importance of sticking to a robust investment philosophy.  To access this...

June 2019 Newsletter: Opportunity Zones and Qualified Opportunity Funds (QOFs) & 47th Annual FPA NorCal...

In this issue… Opportunity Zones and Qualified Opportunity Funds (QOFs) What we learned at the 47th Annual Financial Planning Association NorCal Conference Opportunity Zones and Qualified Opportunity Funds We have been spending an increasing amount of time doing research and due-diligence...

1st Quarter 2019 Market & Investment Commentary

We are happy to welcome three new clients to the ZRC family this quarter. Thank you to those who continue to share what we do with friends and family. It has been an exciting year for clients of ZRC...

First Quarter 2019 – Quarterly Market Review

This insightful review features world capital market performance and a timeline of events for the past quarter.  To access this report, click HERE.

ZRC Wealth Management Welcome Guide

What to Expect as a Client of ZRC Wealth Management Welcome to ZRC Wealth Management! Here is an outline explaining what you can expect as a valued client of ZRC. Please contact us at any time if you have...

March 2019 Newsletter: IRA Contributions & 529 Plan Updates

There’s still time for Business Owners to make a retirement plan contribution for 2018 via a SEP-IRA. Update on 529 Qualified Tuition / College Saving Plans There’s still time for Business Owners to set-up and fund a SEP-IRA for...

4th Quarter 2018 Market & Investment Commentary

Happy New Year to you and your loved ones! We are thrilled to welcome four new clients to the firm this quarter. It’s an honor to serve all of you and we are grateful for the trust you have...

December 2018: Recent Market Volatility

After years of relative calm in the markets, increased volatility the last three months in the stock market has resulted in renewed anxiety for many investors. While the pace at which the economy is growing seems to have slowed,...

Seasons Greetings from your Expert Team at ZRC Wealth Management

From left to right; John Davis, CFP.. Kelly Gillette.. Barry Mendelson, CFP.. Ryan Kosakura, CFA, CFP.. Thomas Howard, CFP In recognition of your confidence and support, we have made donations to North Valley Community Foundation (in support of Camp...
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