News

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 [...]

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 [...]

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 [...]

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.  [...]

Jan 13

What’s Happening At Rockbridge

by Anthony Farella

In 2016, Rockbridge welcomed 145 new families to our community of clients.  We ended the year helping clients manage $552 million of investment assets.  This represents an increase of 12.4% [...]

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 [...]

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