Insights

1st Quarter 2019 Market & Investment Commentary

We are happy to welcome three new clients to the ZRC family this quarter. Thank you to those who continue to share what we do with friends...
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First Quarter 2019 – Quarterly Market Review

This insightful review features world capital market performance and a timeline of events for the past quarter.  To access this report, click HERE.

ZRC Wealth Management Welcome Guide

What to Expect as a Client of ZRC Wealth Management Welcome to ZRC Wealth Management! Here is an outline explaining what you can expect as a valued...
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March 2019 Newsletter: IRA Contributions & 529 Plan Updates

There’s still time for Business Owners to make a retirement plan contribution for 2018 via a SEP-IRA. Update on 529 Qualified Tuition / College Saving Plans There’s...
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4th Quarter 2018 Market & Investment Commentary

Happy New Year to you and your loved ones! We are thrilled to welcome four new clients to the firm this quarter. It’s an honor to serve...
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December 2018: Recent Market Volatility

After years of relative calm in the markets, increased volatility the last three months in the stock market has resulted in renewed anxiety for many investors. While...
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Seasons Greetings from your Expert Team at ZRC Wealth Management

From left to right; John Davis, CFP.. Kelly Gillette.. Barry Mendelson, CFP.. Ryan Kosakura, CFA, CFP.. Thomas Howard, CFP In recognition of your confidence and support, we...
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Why Should You Diversify?

As 2019 approaches, and with US stocks outperforming non-US stocks in recent years, some investors have again turned their attention towards the role that global diversification plays...
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Recent Market Volatility – Insightful Context

What should you make of recent ups and downs in the stock market? Here’s helpful context on volatility and expected returns. Click Here

September 2018 Newsletter: 529 Plans and Estate Planning

In this issue… Using 529 Plans to Save for College and for Estate Planning What we are reading and listening to ZRC is hiring! Using 529 Plans...
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John Davis and his band perform the National Anthem at the...

Our very own John Davis and his band, Ancora!/The DonGiovannis were selected to perform the Star Spangled Banner at Italian Heritage Night at AT&T Park on Friday,...
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Quarterly Perspectives – Q2 2018

This 8-minute video includes both highlights of market performance and the headlines from the past quarter, including trade negotiations and tariffs.  Courtesy of Loring Ward.

ZRC Participates in Hope Walk

Ryan Kosakura, his wife Cheryl, their dog Teddy, Barry Mendelson, his oldest daughter Sydney (to Barry’s right) and members of Sydney’s soccer team participated in this years...
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