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...

How Much Impact Does the President Have on Stocks?

How Much Impact Does the President Have on Stocks_The anticipation building up to elections often brings with it questions about how financial markets will respond. But the outcome of...

Tips for staying entertained and well-fed.

What we are watching. Pick of the Litter. The 2018 Netflix documentary by Dan Nachman and Don Hardy about a two-year odyssey following puppies training to be guide dogs...

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...

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...

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

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...

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...

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...

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...

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,...

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...

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...

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

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