Market commentary – October 2017
Stock Markets Equity market returns over several periods ending September 30, 2017 are shown on the graph to the right. Here are a few highlights: Stocks provided above-average returns over the past quarter – REITs lagged. Non-domestic markets led the way in recent periods; over longer periods it was domestic markets. While it would be […]
Dow 22,000 – why we’re here and what it means
On August 2, 2017, the Dow Jones Industrial Average set a record, closing above 22,000 for the first time. People will debate the cause of the rally and how long it will last, but there is only one answer that matters to the prudent investor – time. Markets go up over time. Over the last […]
And now… A few things we won’t be doing as your financial advisor
Any investor who spends even a modest amount of time reading financially-based magazine articles, or occasionally watches or listens to financially-based TV or radio programs, can’t escape all the pronouncements financial advisors make to prospective clients. So, if you are new to Rockbridge, I thought it would be fun to share a few promises with […]
Here for Good – The Role of Philanthropy in Our Lives and Beyond
Philanthropy does not always make the list of critical priorities when planning for the future, a process often dominated by other pressing needs like education and retirement. Yet for those blessed with some success, and financial resources that exceed what we need to survive, philanthropy can be a way to give back, pay it forward, […]
