InsightsView by categoryArticlesNewslettersReview & Commentary Quarterly Perspectives – Q1 2018This video looks back at the 1st Quarter and offers perspective on the latest market and economic headlines. Courtesy of our friends at Loring Ward. Bike to Work Day – May 10, 2018Thursday, May 10, 2018 is Bay Area Bike to Work Day. So what do you say…grab your helmet and ditch the car for the day! Snap a photo of... 1st Quarter 2018 Market & Investment CommentaryWe are happy to welcome four new clients this quarter. It’s an honor to serve you and we look forward to many years of working together. Thank you to... What is a Trusted Contact and should you name one?With the aging of the U.S. population, financial exploitation of seniors is a serious and growing concern. To help combat this, on February 5th the Financial Industry Regulatory Authority... January 2018: 4th Quarter 2017 Market & Investment OutlookWe are happy to welcome three new clients this quarter. It’s an honor to serve you and we look forward to many years of working together. Thank you to... Resources for individuals and businesses affected by the fires Our hearts go out to those affected by the devastating North Bay fires. Our Santa Rosa and St. Helena offices are expected to reopen soon. We are fully... 3rd Quarter 2017 Market & Investment CommentaryOur hearts go out to those affected by the devastating 2017 North Bay fires. Our Santa Rosa and St. Helena offices have thus far survived. ZRC Wealth Management has... Budgeting Spreadsheet TemplateBudgeting Spreadsheet Template July 2017 Newsletter: Second Quarter Market Update and CommentaryZRC Wealth Management continues to grow and we are pleased to welcome two new clients to the firm this quarter. Thank you to those who continue to share what... ZRC Fan Fest – May 2017On behalf of the entire ZRC Wealth Management team, we wanted to thank all (60+) of you who came out and made our Fan Fest Luncheons a success. Based... Technology Resources and Applications to help us live longer and betterAt our ZRC Fan Fest client luncheons in May, we discussed how technology is changing the way we live, age and engage with the world through retirement. Click here: Technology... ZRC sponsors the Cancer Support Community's Annual Hope WalkZRC Wealth Management is not only committed to improving the lives of our clients, but also the world around us. Every year the firm donates a considerable amount of our... 1st Quarter Market Insights & CommentaryStocks across the globe climbed higher in the first quarter of 2017. U.S. Stocks as whole were up 5.8%, International Developed Stocks 6.8%, and Emerging Markets Stocks 11.4%. All... March 2017 Newsletter: Three investment trends that will change your life…...In this newsletter, we discuss three topics and trends that could have a big impact on your financial well-being. 1. How much should we be saving each year? A... January 2017 Commentary and InsightsThe Best of the North Bay’s readers poll is now open through February 28th. Please vote for ZRC Wealth Management under Best Business Services / Wealth Management Company here... More Resources Prev1…34567Next This printed page might be missing content from the website.