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Sep 27

Equifax Breach Commentary

by Rockbridge Team

While the Equifax security breach only recently became public knowledge on September 8, in many ways, it was a lifetime ago. We were already on high alert for instances of [...]

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 [...]

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