Investing

Apr 24

Market Commentary- April 2017

by Robert Ryan

Stock Markets The accompanying chart illustrates the diversification story. It shows returns in several markets over both the March and December quarters. The upward sloping blue columns of the December [...]

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.  [...]

Dec 19

Market Commentary- November 2016

by Robert Ryan

Markets in November The campaign is finally over and Donald Trump won.  Markets respond to surprises and this result was one.  Tuesday night I, along with many others, anticipated a [...]

Nov 09

Post-Election Reflections

by Rockbridge Team

Whether you find the election results exciting or shocking, we are now faced with the question, “What’s next?” With respect to your investments, here’s a quick reminder of how we [...]

Oct 24

Market Commentary – October 2016

by Robert Ryan

Stock Markets It was a pretty good quarter for stocks, with the riskier small-cap and emerging market stocks leading the way.  REIT’s gave back some of their robust returns of [...]

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 [...]

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