InsightsView by categoryArticlesNewslettersReview & Commentary Market volatility update and resourcesOur hearts go out to those whose families and livelihood have been affected by the coronavirus outbreak. Though the government’s and other agencies measures may seem extreme, we believe... Coronavirus: You and your investment portfolio will survive.When we warned 2020 might be an especially volatile year for stocks, this is not exactly what we had in mind. However, due to the 24 hour news cycle,... 4th Quarter 2019 Market Review and 2020 OutlookAs we begin the New Year, on behalf of the entire ZRC Wealth Team, I’d like to express our sincerest gratitude for the opportunity to serve you, your families,... Happy Holidays From ZRC Wealth, Are Free Trades Really Free? And...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... October ZRC Wealth Management Investment Outlook And Financial InsightsWe 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... 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 ____... Retirement Checklists: Goals for Every Stage of Your Financial LifeA 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... 2nd Quarter 2019 Market & Investment CommentaryPlease 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... Important To-Do's Before Sending Your Child Off to CollegeBy 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... Second Quarter 2019 – Quarterly Market ReviewThis 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... June 2019 Newsletter: Opportunity Zones and Qualified Opportunity Funds (QOFs) &...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... 1st Quarter 2019 Market & Investment CommentaryWe 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.... First Quarter 2019 – Quarterly Market ReviewThis 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 GuideWhat 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... March 2019 Newsletter: IRA Contributions & 529 Plan UpdatesThere’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... More Resources Prev1234567Next This printed page might be missing content from the website.