Insights Search View by category Articles Newsletters Press Release Review & Commentary Video What to Do in a Close Encounter With a Bear Should you find yourself encountering a real-life bear in the wilderness, your best course of action is to stay calm and stand your ground. Experts advise to...Read more Quarterly Perspectives: How to Survive a Close Encounter with a Bear With summer and camping trips in full swing and U.S. stocks hovering around bear market territory (i.e., down more than 20%) we thought it was timely to...Read more Market Review Slides – 2nd Quarter 2022 This report features world capital market performance and a timeline of events for the past quarter. How Do I Choose the Right Advisor? Important questions to ask before you hire an investment advisor. To choose an advisor you feel comfortable with – both personally and professionally – it’s smart to...Read more Pursuing a Better Investment Experience Learn the key principles to improve your odds of success. Download the attached PDF to learn more about the key principles including... Keep Calm and Invest On. To say the first half of 2022 has been unpredictable is an understatement. The ongoing issues associated with a multi-year pandemic, coupled with domestic and international challenges,...Read more Surprisingly Benign: How Stocks Respond to Hikes in Fed Funds Rate On May 4, the US Federal Reserve increased the target federal funds rate1 by 50 basis points as part of what the central bank said will be...Read more Annual ADV Disclosure Brochure and Privacy Policy Annual ADV Disclosure Brochure and Privacy Policy At the bottom of every page of our website www.zrcwm.com you will find links to our updated Form ADV, Form...Read more Looking for a Good Summer Read? Here are Some Ideas From... Ryan Kosakura, CFA, CFP®: Range: Why Generalists Triumph in a Specialized World by David Epstein. College students trying to decide on a career path and friends looking...Read more Quarterly Perspective: Financial Market Review and Index Returns The Russian invasion of Ukraine, with its heartbreaking destruction and human suffering, has raised geopolitical uncertainties and stoked fears in global financial markets. The price of oil...Read more Market Review Slides – 1st Quarter 2022 Click below to read the 1st Quarter Market Review. Our Take on Recent Events and How to Respond Russian’s invasion of the Ukraine and the subsequent humanitarian crisis is troubling on so many levels. Our hearts go out to those affected. We, at ZRC Wealth...Read more Using the Net Worth Feature on the ZRC Client Portal Watch our video: Using the net worth feature on the ZRC Client Portal Fourth Quarter Newsletter We are happy to welcome five new clients into the ZRC family this quarter. Thank you to everyone who continues to share with friends and family how...Read more Market Review Slides – 4th Quarter 2021 More Resources Prev 1 2 3 4 5 6 7 … 10 Next