Investing

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 [...]

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 [...]

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