Family Finances

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 [...]

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 [...]

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 [...]

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 [...]

Jun 23

Investing and Entertainment: John Oliver’s Take

by Rockbridge Team

Thanks in part to our evidence-based approach to investing, we don’t have to eat our words or advice very often. But recently, we discovered that we stand corrected on one [...]

Jun 16

How to Get the Right Financial Adviser

by Claire Ariglio

Selecting the right financial adviser is crucial. You want someone who is trustworthy and who will act in your best interest, but they are not as easy to find as you [...]

Jun 13

A Simple Guide to Life Insurance

by David Carroll

Life insurance is often sold as a “one size fits all” product; it will serve as protection and as an investment account that will grow at an impressive interest rate.  [...]

Jun 01

Should I Google My Retirement Plan?

by Geoff Wells

A simple Google search for “retirement plan” or “retirement calculator” will provide thousands upon thousands of results.  The number of websites that promise to provide retirement or financial guidance in [...]

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