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Oct 19

Can Index Funds Become Too Popular?

by Craig Buckhout

Once Upon a Time… When we started an investment advisory firm in 1991, it seemed obvious to Bob Ryan and me that structuring portfolios by focusing on asset allocation was [...]

Oct 17

Elections and the Stock Market

by Anthony Farella

With less than a month to go before the Presidential election, many clients and friends have asked me how the markets will respond to the voters’ choice.  While there will [...]

Oct 06

Cyber Security

by Geoff Wells

October is National Cyber Security Awareness Month.  With more and more financial transactions happening online, we wanted to share a very helpful infographic (shown below).  Please be mindful of the personal [...]

Aug 19

Before You Retire, Make a Leisure Plan with Purpose

by Rockbridge Team

We all know the importance of getting your finances in order and creating a financial plan when you are on the brink of retirement. However, creating a “leisure plan” can [...]

Jul 20

Market Commentary July 2016

by Robert Ryan

Stock Markets Just look at the short-term variability in the various equity indices shown in the accompanying chart.  It shows how markets behave through time – some markets are up [...]

Jul 18

Client Care: Beyond Investing

by Geoff Wells

Although our name is Rockbridge Investment Management, there are many services that we provide to our clients beyond managing investments.   We wanted to share just a few of these additional [...]

Jul 14

Another Surprise – Yet Again!

by Craig Buckhout

The recent vote in Britain to exit the European Union is yet another reminder of how markets often react negatively to surprises. We cannot help but ask ourselves, “Is it [...]

Jul 08

Introducing Kevin Sullivan

by Rockbridge Team

Rockbridge is pleased to announce that Kevin R. Sullivan joined the firm in April after spending 25+ years in the trust & investment management divisions of local banks.  Kevin is a graduate [...]

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