ZRC Wealth Management LLC
Category
General Information
Locality: Walnut Creek, California
Phone: +1 925-962-5600
Address: 200 Pringle Avenue, Suite 400 94596 Walnut Creek, CA, US
Website: www.zrcwm.com
Likes: 83
Reviews
Facebook Blog
https://zrcwm.com/thoughts-from-barry-mendelson/
Got plans tomorrow? Red Overalls Vienna-Style Lager returns to both tasting rooms Friday! Vienna Lagers were a collaboration between two friends back in the 180...0’s, and this beer is inspired by just that! We brewed this beer up to share with all our friends and we are stoked! Oh so crushable, refreshing, biscuity and a whole bunch of yes. Get like us! Both tasting rooms are curbside pick-up 12-7p daily! We’re working on a plan to open up our patios safely so please hold tight. See more
See our quarterly update titled, Perspective, Patience, and a Plan below https://www.youtube.com/watch?v=Nf-tphI27NA&feature=youtu.be
A personal message from Barry Mendelson, CFP - Wealth Advisor & Managing Partner during this period of turmoil. https://youtu.be/a0SHz9Ugocs
https://zrcwm.com/market-volatility-update-and-resources/ The current market environment reminds us a little of September 11, 2001. In both cases you had a massive shock to the market with travel, leisure (sporting events, etc.), and all related businesses being disrupted. And again, we have investors trying to guess how the markets, government, companies, and individuals will react. The biggest difference between now and then? Then you had a sector of the economy that was grossly overvalued (many tech and dot com companies) and eventually collapsed. Now the economy is on much more solid footing.
https://zrcwm.com/coronavirus-you-and-your-investment-port/ Ten points that put the current events into perspective and remind investors of what it takes to not only survive, but thrive, through periods of emotional and financial turmoil.
Some good basic advice about saving for retirement https://videos.dimensional.com/share/v/1_uic2an89
Happy New Year from ZRC Wealth Management! See our latest e-newsletter below for important financial updates. https://zrcwm.com/happy-holidays-from-zrc-wealth-are-free-/
https://zrcwm.com/october-zrc-wealth-management-investment/
https://zrcwm.com/retirement-checklists-goals-for-every-st/
ZRC Newsletter September 2019 - https://mailchi.mp/07b59b2c0a/zrc-newsletter-september-2019
Very good article and analysis of the U.S. cannabis stocks. https://www.barrons.com//why-you-should-take-a-pass-on-u-s
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