InsightsView by categoryArticlesNewslettersReview & Commentary 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... Will the new President and Administration affect your investments?Just like in investing, last week’s Presidential election reminds us that unexpected events do occur. As the election results became clear, U.S. stock market futures suggested there would be... 3rd Quarter Portfolio ReportWe are pleased to welcome four new clients to the firm this quarter. It’s an honor to serve you and we look forward to many years of working together.... September 2016 NewsletterThe Morningstar Rating™ for Funds, often called the “Star Rating,” was first introduced in 1985. Using a scale of one to five starts, the original rating allowed investors to... 2nd Quarter Commentary and InsightsWe are pleased to welcome two new clients to the firm this quarter. It’s an honor to serve you and we look forward to many years of working together.... More Resources Prev1…34567Next
