Insights Search View by category Articles Newsletters Press Release Review & Commentary Video 3rd Quarter 2018 Market & Investment Commentary 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 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...Read more 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,...Read more 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. 2nd Quarter 2018 Market & Investment Commentary We are happy to welcome new clients to the ZRC family this quarter. It’s an honor to serve you and we look forward to many years of...Read more 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...Read more 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...Read more 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...Read more 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...Read more 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...Read more 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...Read more 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...Read more 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...Read more More Resources Prev 1 … 6 7 8 9 10 Next
