Investing

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 [...]

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 [...]

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 [...]

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