Insights Search View by category Articles Newsletters Press Release Review & Commentary Video 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 Retirement Checklists: Goals for Every Stage of Your Financial Life A happy and comfortable retirement is the #1 goal in financial planning. You only get one shot at retirement and the ZRC team has worked with hundreds...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 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...Read more 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...Read more 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...Read more 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...Read more 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...Read more 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...Read more 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...Read more 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 More Resources Prev 1 … 5 6 7 8 9 10 Next
