Family Finances

Apr 28

Rockbridge Understands You – Lockheed Martin

by Geoff Wells

When evaluating a financial advisor, the most important factor is that they truly understand you as a person and your personal situation.  At Rockbridge, we have a dedicated focus in [...]

Nov 16

Three Ways to Curb Holiday Spending

by Claire Ariglio

The holidays are right around the corner, and it’s time to start thinking about gift shopping, parties, and all the other spending that goes along with them. It’s nothing new [...]

Nov 02

Is Your Smartphone Making You a Not-So-Smart Investor?

by Patrick Rohe, CFP®

In this recent WSJ article, they talk about the how smart phone “investment apps” are causing investors to react to short-term market swings and abandoning their long-term established financial plans. [...]

Oct 12

Changing Your Domicile from NYS

by Edward Barno

Would you stop being a fan of the Yankees, Mets, Giants, Jets, Bills or the Syracuse Orangemen and root for a team in Florida in order to save on your [...]

Apr 28

Financial Automation

by Geoff Wells

Does it feel like you are constantly paying bills all of the time?   It may be time to refresh and automate your current financial process.  Just simply keeping track of [...]

Aug 21

Rockbridge Named a Top 100 Wealth Management Firm by CNBC!

by Patrick Rohe, CFP®

“Rockbridge Investment Management Named a Top 100 Wealth Management Firm by CNBC” SYRACUSE, NY – Rockbridge Investment Management, an independent, fee-only investment management firm serving individuals and families, has recently [...]

May 07

Should You Manage Your Own Money?

by Geoff Wells

Over the weekend, the Wall Street Journal writer Lindsay Gellman covered this important topic.   She did an excellent job articulating the values of both hiring an advisor and managing [...]

Apr 15

Active or Passive?

by Patrick Rohe, CFP®

In a recent Wall Street Journal (WSJ) article, the debate over whether to use active or passive investments was addressed. The conclusion was just use both! Let’s take a look [...]

Apr 11

What is the Value of an Investment Advisor?

by Anthony Farella

Does hiring an investment advisor improve your portfolio returns?  This question is often on the minds of our clients or prospective clients.  The value of an advisor is often easier [...]

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