The New York Times recently published an article about the various ways people are using the web for retirement planning. More and more companies are trying to find solutions to help people with less than $500k in assets manage money in a similar fashion to large pension funds.
At Rockbridge, we have cost effectively been doing this for 20 years, with real service, and not just software. We are also able to provide judgment and credibility that the online platforms are still lacking. With financial decisions, a face-to-face personal interaction cannot be overlooked!
Other articles filed under Retirement
January 23, 2017
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. Stocks traded in international markets and emerging markets have not...
January 17, 2017
There is much talk and concern about increasing interest rates, which will not be good for bond performance. Below are responses to some of the specific questions we have received from clients. Q: Why have interest rates increased since the...
January 13, 2017
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% over last year. We continue to evaluate our staffing to...
December 19, 2016
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 starkly negative response. Yet, most, but not all, stocks went...
November 23, 2016
There are many things to consider when you are looking to hire a financial advisor, and many people are not sure which questions to ask. This article from Inc.com shares a few items to keep in mind when looking for...
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