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Jul 24

Market Commentary – July 2017

by Robert Ryan

Stock Markets The chart at right shows stocks performing well in the past quarter and six-month periods.  Year to date, domestic large-cap stocks were up about 9% while small-cap stocks [...]

Jul 19

Why Perspective Matters

by Craig Buckhout

I often say that one of our primary roles as an advisor is to provide context and perspective for clients, allowing us to collaboratively make better decisions. Behavioral economists have [...]

Jul 14

History of the Fee-Only Advisor Movement

by Anthony Farella

I recently returned from a fee-only advisor industry conference.  In addition to educational opportunities, it was a rewarding experience to spend time with other like-minded professionals. Rockbridge advisors have been attending [...]

Jun 26

Do You Suffer from “Narrow Framing”?

by Rockbridge Team

Oftentimes, many investors get caught up in short-term results rather than looking at the big picture. This is known to behavioral economists as “narrow framing,” or “a tendency to see investments [...]

May 24

Avoiding Financial Scams and Identity Theft Slams

by Rockbridge Team

Young or old, wealthy or poor, online or in person … Nobody is immune from financial scams and identity theft slams. No matter who you are or how well-informed you [...]

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% [...]

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