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Apr 17

Market Timing – A Losing Game

by Patrick Rohe, CFP®

The stock market crash of 2008-2009 is a very recent memory for many investors who still bear the scars from the experience. At Rockbridge, we also have prospective clients who [...]

Mar 23

Unique Planning Opportunities with TIAA Traditional

by Geoff Wells

Teachers Insurance and Annuity Association, better known as TIAA was founded almost 100 years ago (1918). TIAA provides retirement plan solutions for a majority of the higher education institutions in [...]

Jan 23

Market Commentary – January 2017

by Robert Ryan

Stock Markets While markets were down early in the quarter, most, but not all, have bounced back since the Election with small company stocks and value stocks leading the way.  [...]

Jan 13

What’s Happening At Rockbridge

by Anthony Farella

In 2016, Rockbridge welcomed 145 new families to our community of clients.  We ended the year helping clients manage $552 million of investment assets.  This represents an increase of 12.4% [...]

Dec 19

Market Commentary- November 2016

by Robert Ryan

Markets in November The campaign is finally over and Donald Trump won.  Markets respond to surprises and this result was one.  Tuesday night I, along with many others, anticipated a [...]

Nov 09

Post-Election Reflections

by Rockbridge Team

Whether you find the election results exciting or shocking, we are now faced with the question, “What’s next?” With respect to your investments, here’s a quick reminder of how we [...]

Oct 24

Market Commentary – October 2016

by Robert Ryan

Stock Markets It was a pretty good quarter for stocks, with the riskier small-cap and emerging market stocks leading the way.  REIT’s gave back some of their robust returns of [...]

Oct 21

The Road to Retirement

by Patrick Rohe, CFP®

Managing clients’ financial assets is at the heart of what we do here at Rockbridge.  However, having a well thought out investment portfolio will only get you so far if [...]

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