Insights Search View by category Articles Newsletters Press Release Review & Commentary Video A Mid-Year Checkup: Three things to consider and discuss with your... If you are saver, are you on track to reach your financial goals? Tally your various contributions across all accounts so far in 2020: A decent baseline...Read more The 10 Keys to a Successful Investment Experience 1 Embrace Market Pricing The market is an effective information-processing machine. Each day, the world equity markets process billions of dollars in trades between buyers and sellers—and...Read more Thoughts from Barry Mendelson How the Mendelson Family is managing their finances and investments in these unprecedented times… After sheltering in place for nearly three months, life here in Northern California...Read more ZRC Wealth Management is Hiring! ZRC Wealth Management is currently seeking to add another exceptional professional to our team. The Wealth Advisor is a full-time position based in our Santa Rosa office....Read more Tuning out the noise April 2020: 1st Quarter Market Review and Financial Update You’ve got this! It’s difficult to wrap our heads around what the world is experiencing right now and we all understand that the situation is fluid and...Read more April 2020 Video Update: Perspective, Patience, and a Plan Barry Mendelson, CFP – Wealth Advisor & Managing Partner takes you through our quarterly update. Simply checking in We hope this email finds you and your loved ones safe and healthy. We are still in the process of reaching-out to each and every one of...Read more Using Schwab's Automatic Investment Tool in 401K & Retirement Accounts In this ten minute video, Barry Mendelson, CFP shows 401K participants and investors how save time and get their retirement plan contributions automatically invested every paycheck using...Read more Video updated from Barry Mendelson, CFP on Sunday, March 22, 2020 Market volatility update and resources Our 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,...Read more 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...Read more 4th Quarter 2019 Market Review and 2020 Outlook As 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,...Read more 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,...Read more October ZRC Wealth Management Investment Outlook And Financial Insights We 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...Read more More Resources Prev 1 … 4 5 6 7 8 9 10 Next
