Insights

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

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

document checklist

____ Brokerage & Mutual Fund Statements ____ Bank Statements ____ Investment Basis Information ____ 401(k) Account Statements ____ 529 College Savings Account Statements with beneficiary date of...
Read more

2nd Quarter 2019 Market & Investment Commentary

Please 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...
Read more

Important To-Do's Before Sending Your Child Off to College

By 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...
Read more

Second Quarter 2019 – Quarterly Market Review

This 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...
Read more

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...
Read more
More Resources