Quarterly Perspectives – Q1 2018

This 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, 2018

Thursday, 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 Commentary

We 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 Outlook

We 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 Commentary

Our 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 Template

Budgeting Spreadsheet Template                      

July 2017 Newsletter: Second Quarter Market Update and Commentary

ZRC 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 2017

On 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 better

At 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 Walk

ZRC 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 & Commentary

Stocks 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 Insights

The 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...
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